Self Service BI vs. Traditional Business Intelligence

Business Intelligence

While looking for the right business intelligence (BI) tool for your organization, one needs to decide whether to go for a Self-service BI or rather a traditional BI solution. One may not get a clear-cut answer. Actually, the type of solution to choose depends on several factors, including your organization’s use cases, budget, level of technical expertise, & others.

To go one step closer to answering the question “Which is best for my business, Self Service BI or Traditional BI?” we’ve mentioned the fundamental characteristics of both options.

Self-Service BI vs. Traditional BI, What’s the Difference?

Self-Service BI Solutions

Self Service BI solutions are user-driven BI Solutions, leverage many of the strengths of the web & mobile technologies. As the name implies, Self Service BI solutions are designed to adapt rapidly & frequently to changing business needs. One of the objectives of Self-Service BI is to give users the data they require to make informed business decisions instantly. Examples of Self-Service Business Intelligence solutions include Power BI and Tableau.

Fundamental characteristics of Self-Service BI:

  1. Business users, at different levels, are able to access the real-time data they need & quickly generate results without the need for work on spreadsheets & any technical expertise. Often, no coding skills are required & even the reports can be sliced & diced as required without the use of Excel Pivots or any other methods of aggregation in SQL.

  1. Self Service BI’s upfront costs, the total cost of ownership (TCO) are significantly less than Traditional BI’s costs. Even the total cost of change (TCC) is comparatively lower than Traditional BI making it more feasible for organizations to switch to it.

  1. When compared to Traditional BI, Self Service BI has a shorter development cycle that uses less IT resources and is quicker to deliver as well as easy to deploy on multiple platforms & devices. For example, reports can be accessed through smartphones & tablets.

  1. Because of the rich user interactive feature, user adoption is typically greater with Self Service BI than with Traditional BI as it is easier for any non-technical business user to understand & leverage.

  1. In Self Service BI Analytics, Data discovery is quick & easy as it helps businesses to overcome the hurdles of Data Extraction & Data processing tools & pull data from different sources within their organization (including the core data pipeline) to answer ad-hoc one-off questions. Once the Data-model is architected properly it helps information-savvy users to get their answers fast without spending additional time on data processing.

  1. Self-Service Business Intelligence Governance provides ways for enforcing quick & affordable data governance. Data governance is the application of enforcement over Business policies, procedures, practices, and tools that are designed to enhance the use of data assets. The purpose of Data governance is to ensure consistency across various areas of the business; therefore, it must be managed centrally & standardized across all business areas. So when both sales and marketing users ask a data discovery tool “What’s my lead to close rate?” each user gets different answers relevant to their department & role.

Traditional BI Solutions

Another side, Traditional BI solutions are powerful, scalable, and backed by well-established software providers – the BI industry leaders, such as SAP Business Objects / Crystal Reports, Oracle BI, and IBM Cognos.

Low Initial Cost & Low Cost of Ownership

Self Service business intelligence tools are comparatively inexpensive to purchase and easy to implement as compared to Traditional BI tools. They also cost much less to maintain, so the total cost of ownership is less with a Self-Service BI tool than with a Traditional one. So it can be a comparatively affordable BI solution.

Encourages Experimentation

Self Service business intelligence tools help in connecting varied data sources rapidly, giving Developers as well as Business Users the flexibility to experiment with different approaches in lesser time.

Web-Based & App-based

Self Service business intelligence tools are web-based & app-based, which are accessible through smartphones & Tablets, making them perfect for an increasingly mobile business environment. Business users on the go & also virtual workers can quickly gather the reports & data they need to make real-time decisions- just like they were accessing the data from their desktop. Some tools like Power BI allow users to annotate a specific visual in a report, highlight it, add comments & share it with other users through smartphones.

Easy to Use

As against, Traditional BI tools, those who use Self Service BI tools don’t need to know how to code. In fact, even business users, with limited technical expertise in SQL / Excel can execute sophisticated queries and reports.

Less dependency on IT

As a self-service business intelligence solution, Self Service BI empowers the end user to seamlessly carry Self Service Data Analytics processes or Self-Service Reporting, without being heavily dependent on IT.

Less load on Enterprise Servers & investing in IT assets

There are instances where the load on enterprise servers has dramatically been reduced with the use of Self-Service BI solutions. For example, an application can use in-memory technology to store Financial Accounting data just once. Every other financial view needed like consolidations, balance sheets, management accounting ratios, etc. can be calculated on the fly, in real-time. It can reduce data storage needs by up to 98% approx. & vastly reduces the complexity, which leads to the low performance of traditional BI

Questions to consider when comparing Self Service BI with Traditional BI Solutions:

  1. What are the upfront costs, implementation costs, & even the annual maintenance & support costs?

  1. Also, have to estimate how much time/money/resources are needed to train the end users to use the solution.

  1. What technical resources & skills are required to access, prepare and make data actionable for the end business user?

  1. Does the solution allow a business user to connect to existing data sources? How easy is it to add a new data source? So if they plan to do something like changing the Data source or switching the Server, will that be achieved without much help from IT

  1. Can Business Users access real-time data & view reports from their mobile devices?

  1. Who watches the data? Is there a security layer to control business users’ access to view data & reports based on their role & department?

The Bottom Line
To summarize Self Service Business Intelligence meets basic business needs

  • First is the Business need. Business Analysts / Users access the data which they need for decision-making, without having to go to technology experts each time they have a new question.

  • Secondly, a technology that fulfills a business need. Tools that allow Business Users to gather information from multiple sources, analyze it, and also share it with other Users, without having to know the technical protocols required to access the data.

Some common complaints about Traditional BI software are:

  • It’s slow

  • It’s rigid – not easily deployable across devices & platforms

  • Creating reports is time-consuming

  • It places a burden on IT

The good side of Traditional BI tools is

  • They are scalable for storing large volumes of data

  • The response time remains consistent even for large volumes of requests.

  • Organizations can benefit from use cases on historical data & build upon it

  • Can benefit organizations that are seeking highly scalable, centralized, standardized reporting with guided analysis.

On the other side, Self Service BI tools may be much more flexible and easy to use & also easy to adopt. Current business demand is for tools that:

  • Is user-friendly

  • Is more insightful

  • Is interactive

  • Allow users to access/extend not just structured data sources, but also non-traditional ones like social media networks.

However, they may not be as scalable as traditional BI. In the days when there was no other choice it made sense to invest in these tools, but in today’s world, things have changed.

In the past, there was a call for a tool dedicated to working with structured data pulled from a single source—but today’s business environment is very different, as we keep watching the amount of data growing at an incredible pace.

The days of moving data from external sources to a specific data warehouse or data set are gone. Organizations thus need to have a more strategic approach to how they access information in real-time—and for this reason, flexible, simple-to-use Self-Service Business Intelligence tools are best-fit.

Also, the comparatively low entry cost of Self Service BI tools has allowed even SMBs to exploit their data in a way, which was once only possible for much larger companies investing heavily in buying complete BI solutions. In fact, businesses of all sizes can utilize subscription-based models for real-time access to data to help support every business decision.

Fundamental characteristics of Traditional BI:

  1. No doubt, Traditional BI is built to serve even the largest environment. It is scalable to handle a massive amount of data and serve the greatest number of users.

  1. Offers a broad range of features that allow organizations to cover a wide spectrum of reporting types and an array of use cases.

  1. Requires a high level of technical expertise & users often rely significantly on IT to perform even the most basic tasks like building reports. As a result, user adoption rates may suffer.

  1. Typically cost prohibitive for many small to medium-sized organizations, & also for some large organizations. Requires IT support, as they often require SQL query skills or learn a proprietary query language & Advanced Excel skills in order to implement- which drives up cost & requires additional time required to deploy the solution.

How a Self-Service BI Solution Might Benefit Business

Many large organizations opt to go for a combination of Traditional & Self Service BI solutions that meet all the varied use cases that exist within the enterprise – when they have the budget to do so. On the other side, small & mid-sized enterprises have typically fewer BI use cases and more budget restrictions. These companies are more likely to opt for a Self-Service BI Solution which meets their needs of Self-Service Business Intelligence including Self-Service Analytics Tools, Self-Service Reporting, plus offers benefits that Traditional BI typically doesn’t. For example, Power BI may be a feasible option in many such cases.

If you’d like to implement BI software for your company, get in touch. You can reach us using our contact form or email us at sales@bistasolutions.com.

 Why is Context-driven testing required?

context-driven testing

Let’s first understand what is Context-driven testing? Context-driven testing is a model for advancing and debugging computer software that takes into consideration the ways in which the program will be executed or is expected to be executed in the practical world. In order for this type of testing to be conducted successfully, software developers must identify the intended market and gauge the environments or domains in which the product will be employed by the people. There are seven primary or basic principles of Context Driven Testing, viz.

  • The value of any practice depends on its context.

  • There are no best practices in context but there are good practices.

  • The most important part of any project’s context are the People working together in it.

  • Projects unfold over time in ways that are often not predictable.

  • The product is a solution. If the problem isn’t solved, the product doesn’t work.

  • Good software testing is often referred as a challenging intellectual process.

  • We are able to do the right things at the right times to effectively test our products only through judgement and skill, exercised cooperatively throughout the entire project.

Talking about the methodologies and technologies, there are no terms as such for Context-Driven Testing. Instead, it urges the right attitudes- Context-Oblivious, Context-Specific, Context-Imperial and Context-Driven.

  • Context-Oblivious: Being context-oblivious is being unaware of the correlations between the way you work and the many facets of the context in which you work. A context-oblivious practitioner has knowledge of doing things, but can’t tell us the reason it’s done that way. This is typical of newcomers, of course, but also of experienced or knowledgeable people who do not like to think about methodology (a methodology being a set of methods; a method being a way of performing something).

  • Context-Specific: Being context-specific is being suited to a context and to know that you are suited. You know what difficulties you face, and you find a solution to them. But those problems/difficulties don’t change, and hence you don’t need to fine-tune your solutions. It’s not difficult to believe that being context-specific is good enough, but beware: What if you unexpectedly are deprived of half your team, or a part of your testing get outsourced, or attributes of your product change extensively, or you have to remodel yourself to use a new tool. You may not have the choice of adapting to one context only.

  • Context-Imperial: Being context-imperial is keeping your solutions the same while aiming to change the context around you to shape those solutions. A typical example is when a tester refuses to perform testing without a “complete specification” instead he should be learning how to test when he doesn’t have a spec. Another first-rate example is the typical testing consultant who affirms we should all use some Best Practice he has thought of. When it doesn’t give desired results, he says, we must not be using “engineering discipline” to follow the path to victory, or maybe we don’t possess “upper management support” to drive us do the right thing. The solution can’t be wrong, so the context must be.

  • Context-Driven: The main concept in Being context-driven is behaving as if there is strictly nothing called as a best practice.We can only hope for better practices with reference to the context. Context-driven methodologists are very keen in learning about practices. They then decompose and recompose them to squeeze-in the situation at hand.

Context-Driven Testing vs. Exploratory Testing

Context-driven testing means that when planning testing on a project, choosing the practices, methods and so on.. in order to fit the context; choosing the approach.

While Exploratory testing is just a methodology, where testers explore a particular part of the application and dynamically plan and run test cases, possibly traversing new areas and new tests.

For more insights on Odoo and its related modules you can get in touch with us through sales@bistasolutions.com and write your inputs on this blog at feedback@bistasolutions.com

Common BI Software mistakes & How not make those mistakes

common bi software mistake

Common BI Mistakes & Solutions To Overcome all BI Mistakes

  • Proper “Data Validation”.

Data quality does have a great impact on business intelligence. Customers won’t adapt to the business intelligence solutions provided to them which are irrelevant or incomplete. BI mistakes are common issues occur in many businesses.

To avoid this, one should create a process and follow it through the procedure which will figure out the data redundancy and impurity in data before getting a push in the data warehouse or business intelligence platform.

  • Ignoring Users Needs/Requirements.

Ignoring user needs may put us in big trouble or lead to more expenses. A common mistake that companies usually make before investing in business intelligence is, failing to match the system’s capabilities with what users need.

To avoid this, it’s important to be aware of most of the business intelligence software capabilities. Forex. At times user requires a complete interactive reporting system but unfortunately, the solutions selected by them is capable of delivering just static reports.

  • Underestimating Costs of Training and User Enablement.

Due to budget constraints and heavy negotiation, it’s been observed that the cost of training is neglected which ideally becomes a roadblock at the time of final delivery.

We usually recommend plenty of ongoing training so users know how to use the system and also this self-service business intelligence software had found to be quite easier for the end users as well.

  • Not leveraging intelligence (gathered data) and reporting.

Many organizations gather vital information from their business intelligence solutions or Software, but then don’t share it, discuss it, analyze it, or sometimes don’t act on it,” and that’s a very big mistake.

Proper business intelligence software can be used to report on various data points, identify risks and opportunities, and forecast trends. Yet most companies become complacent with a predefined set of reports and don’t take into account the changing business environment. Instead, companies should “maximize the reporting capabilities of their business intelligence software, so that they are good at predicting and heading off problems and identifying risks.”

  • Not choosing a solution that can scale and adapt.

One of the common biggest mistakes that one make is going with business intelligence solutions that fail to scale up with future business requirements.

To avoid this we need to make sure the business intelligence solution you choose can grow, or adapt, to your business needs, so we do not have to look for a new business intelligence solution right away.

  • Not factoring in security or legal requirements.

Avoiding data governance when selecting your business intelligence solution. “Giving all the data to all the people and just letting them explore is unethical.”

To protect the company and your customers, “make sure your new business intelligence system works by your company’s data security policies and legal obligations. “We at Bista solutions not only provide business intelligence expertise to meet your requirements but also adhere to sign NDA and follow HIPPA compliances for data integrity.

For more insights on BI and its related modules contact us or email us at sales@bistasolutions.com

Bank Statements Reconcile in Odoo

Odoo Bank Reconciliation Module

What is Bank Statements Reconcile and Why is it required? :

Every company at the end of every month has to perform a process to ensure that the company’s accounting records like the check register, general ledger account, balance sheet, etc. are consistent and compatible with the bank’s records. In the real world, bank statements are very important documents for any business. The companies validate their invoices against the bank statement they received from the banks. This process of confirming the amount in both the company’s ledger and in the bank account is called “ Bank statement reconciliation “.

We at Bista Solutions have put to use the process of Bank statement reconciliation in Odoo for accounting purposes. Through this blog, we will show how this process can be configured and used in your day-to-day business.

Configuration of Bank statement reconciliation in Odoo :

For Bank statements reconciliation, we need to configure the following things by navigating through Account > configuration > settings Menu, and checking the options

  • Import .qif files

  • Import in .ofx format

This will enable you to import the bank statement into your Odoo system in .ofx and .qif file format by default.

How to import :

For importing the bank statements into your Odoo system, you need to go to the accounting dashboard from the accounting menu. And then click on the button @Bank journal box. As shown in the image below for reference

This will display another dialog box that will ask you to upload yours.QIF or.OFX file which you would have pre-downloaded from the bank’s mail. Select this file from your local system and upload it onto the system…

Once the file is uploaded, you need to check your date formats and apply the appropriate format as shown in the image below:

You can now Import all statements with one click.

Reconcile Statement :

After importing a statement you will be redirected to Bank Reconciliation statements, here you can verify your accounting records from the dashboard. This can be done by clicking on the “more option” and then clicking on “Bank Statements”. Odoo also allows you to verify at the “Reconcile window”. All you need to do is Select the appropriate customer against your reconciliation statement. After you verify and reconcile this transaction related invoices will go into paid states.

This is how you can easily use the bank statement and reconcile them with your system records and thus know that the amount of Cash reported by your company (company’s books) is consistent with the amount of cash shown in the bank’s records. We hope this quick walk through the process of Bank statement reconciliation in Odoo helps you to automate these processes.

For more insights on Odoo and its related modules contact us or email us at sales@bistasolutions.com

Power BI for Manufacturing Industry

Power BI For Manufacturing Businesses

We implemented PowerBI for one of the leading Manufacturing products companies. Since the company was into Manufacturing and Sales distribution located in a different geographic location including complete European countries. It was observed during the analysis phase that the Client was having a tough time tracking the sales records from all the units and based on the same, planning their production effectively. So to give them a robust solution, we suggested them Microsoft Power BI for manufacturing as an effective BI solution.
Let us share some of our experience in implementing PowerBI in a Sales were driven and Manufacturing industry which might be useful to your business as well.
Sales Counter:
So to begin with, the first feature that we set up was Sales Counter which gives the complete sales with certain attributes. As seen in the image, the sales represent the total value across all the locations by Current year, Last month, Last Quarter, and Last 6 months accordingly. There can be more parameters but as per the requirement, we created these four counter visuals which will keep updating and display their appropriate value to get the exact track of Sales figures.

Sales Tracking:
Under this feature, the User was able to track his sales based on the months, quarters, and Products. At some point even these visuals can drill down to the day level as well, so by looking into quarters visual, if a user feels to see it further then he can simply use the drill feature and he can go up from a complete year to single day level drill-downs. Also with the help of Product visuals, it can easily be figured out which are the top-selling products, and based on that production can be managed effectively.

Sales Tracking Worldwide:
This feature is somewhere similar to the Sales tracking feature, but as we mentioned the Client had business over multiple geographic locations so to track the sales location-wise, we used this feature which represents sales on a world map. Also to get more clarity the graph represents the top-performing countries business-wise. Going one step further it also provides a list of top Customers, so that their needs and buying patterns can be considered to improve sales performances.

Target Tracking:
Likewise, in every sale-based industry, even here Clients wanted to keep track of the targets they had set and get timely updates on the same. With the help of this feature, the progress of targets was transparent with the management and easily trackable as well. Also, a feature like Products sales month-wise was provided, to understand the individual products’ sales behavior season-wise. And to get a summarized view, again counters were provided representing Top Country, Top Customer, Top month, and Top product based on the total sales.
After these successful implementations, we are more confident in bringing more value to your business once again. If you are looking forward to any of such implementations or any of the discussed features, you can contact us or email us at sales@bistasolutions.com 

Two Factor Authentication In Odoo

Introduction

Unfortunately, our system Passwords are not as secure as they need to be. If someone gets access to your passwords, they can access your documents and information without any difficulty. Even if you have a very strong password it will not protect your system completely. In this blog, we are demonstrating how you can secure your systems and avoid mishaps like hacking and compromise on sensitive data. We at Bista Solutions have developed a Two- factor Authentication module in Odoo, which is one of the best ways to ensure that your account does not get hacked and your data stays intact. 

 

Two- Factor Authentication module

 

This is the only super method to make sure your user is authenticated. It will be an additional layer of security to your ERP System. It makes the user login through two factors :

1. Password.

2. Code

We have implemented a Time-Based One-Time Password Algorithm (TOTP). This method is flexible enough and allows your users to generate their authentication tokens directly on their smartphones. To enable this access users should have Google Authenticator App installed on their smartphone, furthermore, you can also get the token sent to your smartphone through an SMS. Let’s  now have a look at how the Two- Factor Authentication process works, here is a step-by-step explanation  :

First of all, the user needs to install the Two- factor Authentication module in Odoo 

A) Process of Admin configuration with Two-Factor Authentication :

Step 1: After you have installed the module you will find a new tab called Two Factor Authentication and if you have the admin rights, you can create Two-Factor Authentication for your user through the Odoo login as shown below.

two-facto-bista

Step 2: You have two ways to Enable Two-Factor Authentication for User using which are

  • Enable Two-Factor Authentication via the Google Authenticator app

  • Enable Two-Factor Authentication via SMS

You can choose either of these and click on the “Send Secret Key By Email” button to get your Secret Code:

two-facto-bista-solutions

Step 3: The user will immediately get an Email on his registered Email Id:

qr-code

 

B) Process of User configuration with Two Factor Authentication

Step 1: If the user is using the Google Authenticator app then the user has to scan this QR Code using his Smartphone.

google-authentication

Step 2: The user will now get the secret key via SMS generated by the Google authenticator app.

 

C. Login Step for User:

Step 1: Finally user can log in to the OpenERP System.

odoo-login

Step 2: Now the User will be asked to add the secret code password.

Noteworthy: This password would be for only one-time use, in addition, we can also decide the validity time of each password.

odoo-email

 

Successful Login into Odoo!!!!

We hope this snippet of Two Factor Authentication helps you secure your process in Odoo.

For more information on this module, you can get in touch with us through sales@bistasolutions.com. You can also see the demonstration of this module on our YouTube channel.

Unlocking Efficiency and Compliance with HIPAA- EDI Integration

EDI Connect for HIPAA Integration

HIPAA EDI Integration

In the ever-changing world of healthcare, how information is managed and exchanged has undergone a remarkable transformation. This shift has brought together two powerful elements: the Health Insurance Portability and Accountability Act (HIPAA) and Electronic Data Interchange (EDI). Together, they are set to revolutionize how healthcare organizations handle data. By ensuring compliance, privacy, and efficient processes, this dynamic combination has the power to unlock significant possibilities. And having a HIPAA EDI Integrated solution can help you get a more secure, efficient, and patient-centered healthcare ecosystem.

What is HIPAA Compliance?

HIPAA, which stands for the Health Insurance Portability and Accountability Act, was created to address challenges related to privacy, portability, and administrative efficiency in the healthcare industry. When implementing an ERP solution in the healthcare industry, it is crucial to ensure HIPAA compliance.

HIPAA Compliance serves to:

  • Improve access to health insurance
  • Mitigate fraud and abuse
  • Streamline administrative processes
  • Lower administrative costs

What is EDI?

EDI, which stands for Electronic Data Interchange, is a way for organizations to exchange business documents electronically. It’s like a standardized language that allows different companies to easily share structured data in a format that computers can understand.

EDI Benefits for HealthCare: 

  • Efficient Communication
  • Improved Data Accuracy
  • Faster Transactions
  • Cost Savings
  • Regulatory Compliance Assurance
  • Improved Workflow Efficiency

Key Documents exchanged in EDI Data Exchange 

While these examples illustrate a few common types of documents exchanged through EDI, the scope of EDI extends to a wide range of other documents that can be exchanged seamlessly.

  • Health Care Payment/Advice (835): Provides electronic payment and advice information to healthcare providers.
  • Health Care Claim: Professional, Institutional, and Dental (837): It submits healthcare claims electronically, covering professional, institutional, and dental services, providing detailed information.
  • Health Care Eligibility/Benefit Inquiry and Information Response (270/271): Inquires about patient eligibility and benefits (270) and provides detailed responses (271) from insurance providers regarding various information.
  • Exchanging Inventory Information between Manufacturers and Specialty Pharmacies (852): It facilitates the exchange of inventory information between manufacturers and specialty pharmacies, including details on product availability and other relevant data.
  • Implementation Acknowledgment for Health Care Insurance (999): Serves as an acknowledgment of receipt and acceptance/rejection of health care insurance implementation.
  • Implementation Guide and Application Reporting (824): Provides information on the implementation status of an EDI transaction set, reporting acceptance, rejection, etc.

KEY HIPAA Rules for EDI

  • HIPAA Privacy Rule: Protects patient information
  • HIPAA Security Rule: Sets a model for patient data security
  • HIPAA Enforcement Rule: Provides guidelines for investigating HIPAA violations

Why you needed HIPAA-Compliant EDI Solution for your Healthcare Business?

  • Data Security: With a HIPAA-compliant EDI solution, you are assured that all sensitive healthcare data, such as patient records, medical claims, and billing information, is safe and secure against unauthorized access or breaches, giving you peace of mind.
  • Regulatory Compliance: Compliance with HIPAA standards can help healthcare organization to avoid penalties and legal difficulties. With HIPAA-EDI Integration, ensure you adhere to HIPAA’s privacy, security, and transaction standards.
  • Efficient Data Exchange: An HIPAA-compliant EDI solution designed specifically for healthcare facilitates the seamless and efficient electronic data exchange between healthcare providers, insurers, and other entities. It eliminates manual processes, reduces errors, and improves operational efficiency.
  • Trust and Reputation: HIPAA EDI integration builds trust, enhances reputation, and instills confidence by demonstrating a commitment to protecting patient information and ensuring HIPAA compliance.
  • Streamlined Administrative Processes: HIPAA-EDI integration reduces administrative burdens, improves efficiency, and minimizes errors associated with paper-based systems.
  • Improved Patient Care and Coordination: Seamless integration of EDI with HIPAA enables the secured and timely exchange of patient information, facilitating better coordination among healthcare providers, insurers, and other entities involved in the patient’s healthcare journey.
  • Efficient Claims Processing and Reimbursement: HIPAA-EDI integration streamlines healthcare claim submission and processing, reducing paperwork, enhancing accuracy, and expediting reimbursement for healthcare providers.
  • Auditability: HIPAA-EDI integration ensures that all data transactions are accurately captured, logged, and auditable, allowing for better tracking and accountability in compliance with HIPAA regulations.

Enhancing Healthcare Data Integrity With HIPAA EDI Integration Services

  • Comprehensive Healthcare ERP Consulting
  • Aligned Technology Recommendations
  • Cloud-based/On-premise HIPAA EDI Integrated Solution
  • HIPAA Level 7 Compliance
  • EDI Workflow Review and Testing
  • Best Healthcare ERP Solutions 
  • Turnkey Project Management Approach

Why Choose Bista Solutions?

  • 3 decades of Expertise in ERP Implementation 
  • Awarded as “Best Odoo Gold Partner” (2022, 2021, 2018, 2016 & 2014)
  • 200+ Successful Custom App developments
  • 250+ Expert Developers at your service
  • 350+ Successful Project Implementations Completed
  • Global Presence in 10+ Countries
  • 24/7 Support Available

Bista Solutions is successfully implementing HIPAA-EDI-compliant solutions for clients worldwide. Discover how we can help your organization achieve HIPAA compliance and streamline your data exchange processes with EDI. Contact Us Today!

Unleashing the Power of E-commerce with our Odoo Amazon Connector

The Odoo Amazon Connector is an important solution for online business owners who rely on Amazon.com web stores. With seamless integration, you gain effortless control over key aspects such as order management, product listing, and order status imports, FBA Order management. Our Expert team has created easy to customize connector for a swift integration process across your entire Amazon store. Experience a world of efficiency and convenience by managing your Amazon store directly from your Odoo ERP software with the Odoo Amazon Connector.

Configuration Menu & Core Design

The Configuration Menu and Core Design of our Odoo Amazon connector support scalability and growth for your business helping you to achieve a seamless and efficient integration between Odoo and Amazon, unlocking the full potential of their e-commerce operations.

Odoo Amazon Connector

 

  • We have developed a user-friendly configuration menu for seamless connection with Amazon seller accounts.
  • We have comprehensive mapping menus with intuitive tree view and form view interfaces.

Dashboard

  • Odoo Amazon ConnectorKanban View: Visualize data, navigate easily, and access details effortlessly.
  • Streamlined Sync: Bulk synchronization for efficient data alignment between Odoo and Amazon.
  • Intuitive Buttons: Initiate specific sync tasks with ease, enhancing operational efficiency.
  • At-a-Glance Insights: Quickly grasp key information without extensive data exploration.

Amazon Seller Management

The Amazon Seller Table is designed to store and manage information related to Amazon sellers within Odoo. It provides a centralized location to store seller-specific details, such as seller ID, contact information, pricing settings, and other relevant data.

Odoo Amazon Connector

  • Seller Management: Businesses can add, edit, and maintain seller information, allowing for efficient management of multiple Amazon seller accounts.
  • Pricing Configuration: Sellers can configure pricing settings, such as pricing rules, discounts, or promotions, specific to each seller account.
  • Communication and Support: Seller contact information stored in the table enables seamless communication and support interactions with individual sellers.

Amazon Marketplace  

The Amazon Marketplace Table manages information related to different Amazon marketplaces within Odoo. It allows businesses to track and handle multiple marketplaces where they sell their products.

Odoo Amazon Connector

  • Marketplace Management: Businesses can add and configure multiple Amazon marketplaces, such as Amazon US, Amazon UK, or any other supported marketplace.
  • Marketplace-Specific Settings: Each marketplace can have specific settings, such as currency, tax rules, shipping methods, and fulfillment options, which can be customized and managed within Odoo.
  • Data Segmentation: The table facilitates the separation of data and settings specific to each marketplace, ensuring accurate management and control for different regions or market segments.

Clear Mapping Relationship 

We have a dedicated mapping table within the Odoo Amazon Connector, which establishes clear and visible relationships between Amazon sellers and their associated marketplaces.

Odoo Amazon Connector

  • Sales Analysis: Analyze sales data for each marketplace individually, enabling in-depth analysis of revenue, profit margins, customer preferences, and other sales-related metrics specific to each marketplace.
  • Accurate Identification: Ensure accurate identification of marketplaces associated with each Amazon seller, providing clarity and eliminating confusion in seller-marketplace relationships.
  • Strategic Adjustments: Monitor and compare sales performance across multiple marketplaces to make informed decisions and adjustments to selling strategies.
  • Resource Allocation: Efficiently allocate resources, marketing efforts, and inventory management strategies based on the performance and potential of each marketplace.

Amazon Product Management 

With our Odoo Amazon Connector, you can efficiently manage your Amazon product listings & Variants, ensuring automatic updates and synchronization with your Odoo products that help in minimizing manual effort, and maintains data consistency across platforms.

Odoo Amazon Connector

  • Streamlined Product Updates – Our Odoo Amazon Connector enables efficient management of Amazon product listings by establishing direct associations with Odoo products. Updates or changes made in Odoo are automatically reflected on Amazon, reducing manual effort and ensuring data consistency.
  • Accurate Inventory Control – With our Odoo Amazon Connector you can effectively control inventory levels, preventing stockouts or overselling scenarios.
  • Product Variant Mapping –  It simplifies the process of organizing and maintaining product variants, ensuring accurate and consistent information across platforms.
  • Granular Product Control: This enables you to offer a diverse range of products to customers, such as different colors or sizes while maintaining accurate inventory tracking.

Amazon Order Management

Our Odoo Amazon Connector provides robust functionality to manage Amazon orders directly within Odoo, offering a seamless and centralized approach to order management.

  • Flexible Order Filtering

Odoo Amazon Connector

    • Fulfillment Type Filtering: Manage Amazon orders based on fulfillment methods, such as FBM (Fulfilled by Merchant), FBA (Fulfilled by Amazon), or both.
    • Date Range Filtering: Orders can be filtered based on a specific date range, allowing businesses to handle orders within a specified time frame efficiently.
    • Specific Order ID: Flexibility to manage orders based on specific order IDs, enabling targeted order management as needed.
  • Amazon Order FBA – Optimize your Amazon FBA order management, improve efficiency, and provide a seamless customer experience.

Odoo Amazon Connector

    • Simplify FBA order management within Odoo
    • View, track, and process FBA orders from Odoo Dashboard
    • Seamless Inbound Shipment Planning
    • Seamlessly receive and process inbound orders
    • Centralized Outbound Order Management
    • Streamlined Return /Refund Process
  • Autoflow setup-  It streamlines various aspects of order management and financial processes. Our Odoo Amazon Connector simplifies and accelerates tasks with
    • Order Flow Automation
    • Confirm Order Automation
    • Invoice Creation Automation
    • Payment Creation Automation
  • Order Consolidation – You can efficiently process and manage orders from multiple marketplaces, simplifying order fulfillment and reducing operational complexity.
  • Order Tracking and Updates – Real-time order tracking and status updates within Odoo enable businesses to provide prompt customer support.
  • Amazon Shipment Management Integrated features to manage Amazon shipments and tracking information within Odoo.

Reports & Analytics 

Our Odoo Amazon Connector provides you with valuable insights and streamlines various processes.

Odoo Amazon Connector

  • Amazon Inventory Report- This offers insights into Amazon inventory levels within Odoo and helps you track and manage inventory across the Amazon marketplace.
  • Amazon Settlement Reports- Imports and analyzes Amazon settlement reports within Odoo with a detailed breakdown of financial transactions and settlements.
  • Order Reports- Logs and tracks order-related activities and events, including order creation, updates, and cancellations.
  • Product Log Report-  Logs and tracks product-related activities and events, such as product updates, changes, and synchronization with Amazon.
  • FBA Reporting-  FBA reporting features help you efficiently manage your FBA inventory, shipments, removal orders, and stock adjustments

Queue management 

Our Odoo Amazon Connector help in managing queues related to Amazon processes. It helps in organizing and prioritizing tasks such as order imports, inventory updates, and pricing changes, and ensures efficient processing of Amazon-related operations within Odoo.

Odoo Amazon Connector

    • Automation and Batch Processing
    • Priority-Based Processing
    • Error Handling and Retry Mechanism
    • Real-Time Monitoring and Alerts

Log Management 

Log Management helps in monitoring and troubleshooting issues by providing detailed information about the execution of various processes. It enables effective debugging, error tracking, and auditing of Amazon-related operations within Odoo.

    • Centralized Log Storage
    • Real-Time Monitoring
    • Auditing and Compliance
    • Log Analysis and Search
    • Log Retention and Archiving
    • Alerting and Notification
    • Log Security and Access Control

Why Choose Bista Solutions?

  • 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


Maximize the Potential of Your E-commerce Business with our Odoo Amazon Connector. Schedule a Call Today to Discuss Your Unique Requirements with Our Experts!

Odoo Authorize.net Module

Key feature of Odoo -Authorize.net. Here is a step-by-step briefing on how this can be achieved

First of all

To Configure Authorize.Net API in Odoo

  1. Go to Settings.

  2. Authorize.Net under General Setting.

  3. Click on Create.

  4. Enter the API Login Id.

  5. Enter the Transaction Key.

  6. Select the Environment as Test or Production.

  7. Enter the Server URL.

  8. Click on Save.

  9. Get Profile IDS:- If we click on this option it will fetch the details of the Customer present in Odoo and Authorize.net through email id and create the Customer Profile and Payment Profile.

1

#1: To Configure Authorize.Net API in Odoo

Next, we will look into 

How To Create a Customer Profile in Odoo.

  1. Click on Sales Module.

  2. Click on Customers and select the Customer for whom you want to create the customer Profile.

  3. Now click on the Customer Profile Tab inside.

  4. Click on Create Customer Profile. (A dialogue box will open, select the Billing contact and click on Create Customer Profile).

  5. Customer Profile Id is created.

  6. Now click on Register Payment Profile and fill in all the necessary details shown on this page & click on Register Payment Profile.

2

#2: To Create a Customer Profile in Odoo

Now let’s see

How To Use Authorize.Net in Sales Orders in Odoo.

Here are the steps

  1. Click on Sales Module.

  2. Click on Sales Order under Sales Option.

  3. Click on Create.

  4. Enter all the necessary details like Customer name, Order Date, add product, &, etc.

3

#3: To Use Authorize.Net in Sales Orders in Odoo

  1. Click on Confirm with Auth.net.

  2. Click on Use Existing Card if you want to use the Card which you added in the Customer Profile, or Click on New Credit Card and enter all the necessary details (it is as same as Register Payment Profile in Customer).

4

#4: To Use Authorize.Net in Sales Orders in Odoo

 

  1. Select the Card.

  2. Select the Transaction Type, There are 2 options for doing this

i) Authorize and Capture: – This Option will Authorize and capture the payment.

ii) Authorize Only:- This Option will only authorize the Payment we need to capture in the Invoice.

5

#5: To Use Authorize.Net in Sales Orders in Odoo

 

  1. Now we are using the Authorize and Capture Option, the below images are based on this option.

  2. Click on Charge Customer.

  3. Now Click on Create Invoice. Select the option Invoiceable lines and Click on Create and View Invoices.

6

#6: To Use Authorize.Net in Sales Orders in Odoo

7

#7: To Use Authorize.Net in Sales Orders in Odoo

 

  1. Click on Validate.

8

#8: To Use Authorize.Net in Sales Orders in Odoo

  1. To use the register the payment scroll down, we can see the Outstanding credits and we need to click on Add payment through Authorize.net.

9

#9: To Use Authorize.Net in Sales Orders in Odoo

  1. The invoice is Paid using Authorize.net and we can view the details in Authorize.net Payment Tab.

Alternately Using Capture Only Option in Odoo.

Here the process remains the same as explained above until point number 7

1. Now in the Transaction Type Select Authorize Only.

10

2. You can now follow the same steps and process as explained in point number 10,11 and 12.

3. Click on Capture Payment.

11

4. The Invoice is paid using Authorize.net.

Echeck.Net

What is eCheck.Net?

eCheck.Net is an Authorize.Net payment service

How to Use eCheck.Net?

  1. Click on Sales Module.

  2.  under Sales Option-Click on Sales Order

  3. Click on Create.

  4. Enter all the necessary details like Customer name, Order Date, add the product, & etc.

  5. Click on Confirm with Auth.net.

  6. Click on Pay with eCheck.Net.

12

  1. Select the Bank and Click on Capture Payment.

13

We Hope this Step by step tutorial on Odoo -Authorize.net User Guide helps you to drive your businesses better. Feel free to get in touch with us for more insights on Odoo and many other ERP solutions through sales@bistasolutions.com also write to us to tell us what you think about this blog at feedback@bistasolutions.com .

Odoo-Canada Post Integration

odoo canada post integration

Integration of Odoo with Canada Post

This article talks about the Integration of Odoo with Canada Post Shipping services.This integration will ease the shipping services involved in the online purchase of products.Odoo-Canada Post Integration allows the users to print the shipping labels just on a button’s click,printing the packing forms, custom forms and also provides a tracking facility. The Odoo-Canada Post Integration will enable all the shipping methods as provided by Canada Post through Odoo.This Odoo-Canada Post Integration will provide the following Canada post web services:

screenshot1

Here is a short tutorial on things you need to configure while using the Odoo-Canada Post Integration

1.Configuration of canada post account

Firstly Go to the Inventory/Shipping Services Management/Canada Post Setting and configure your canada post account.After you have configured this, click on the Get Services button. Once this process is over all Canada Post services are made available as Delivery Methods in odoo. Also this will create a service product with the delivery method name.

configure

#1:Configure your Canada Post Account

2. Address Validation

When you are all set to start the shipping activity enter your destination address and click on “Validate Address” button. If address is validated for Canada post “Is validate address” field will checked true automatically

address

#2:Address Validation for Shipment

3. Get Rates

Now you can Go to sale order select Customer, Delivery Method of Canada post and enter Order Lines. Once you have selected the product in line, it will get all package related information to the Shipping info tab on sales order .Now you can enter the Length, the width and the height and click on set Price button of sales order to get the rates.It will add all one order line part of the service charge of Canada post with selected service of Canada post.

rates

#3: Rates Setting up

4. Get Label

After the product is made ready to ship you can either click on validate the delivery order or click on the “Get Label” button to get the label printed. This will get the tracking number from canada post and this will be attached with the particular delivery order as show below.

shipment

#4: Get Label for Shipment.

We hope this quick walk through the Odoo-Canada Post Integration demonstration for using Canada post Shipping methods in Odoo helps you all work with it as well.We will soon come up with more interesting and informative tutorials on

  • Odoo-ebay connector

  • Odoo-Magento connector and many more

Please feel free to tell us what you think about this blog through feedback@bistasolutions.com. Also for more insights on using this connector, you can get in touch with us through sales@bistasolutions.com .

For more information on the above topic, You can view our video . Odoo-Canada Post Integration