Invoice Management in Odoo

Invoice Management in Odoo (previously known as OpenERP) version 6 manage different logistics for Invoice Automation.  It also allows you to have acutomatice generation of invoices as per the workflows. Invoicing also helps you to remove the double encoding. Invoicing Module comes up with the following key points:

  • A powerful pricelist system
  • Important follow up Module

The Invoice Management includes the following documents:

  • The Customer Invoice
  • The Supplier Invoice
  • A Customer Credit Note or Customer Refund
  • A Supplier Credit Note or Supplier Refund

The invoice type and the representation mode differ for each of the above four documents. But they are all stored in the same object type in the system.

Below are the screenshots of Invoicing in Odoo version 6

1. Lines to Invoice

invoice management software

2. Deliveries to Invoice

invoice management erp
The Original entry is posted on this link of Bista Solutions website

Purchase Management – ERP

ERP Purchase management helps to to track your purchases from supplier tracking, till supplier price quotations. It allows you to have a perfect workflow of your different purchase activities which further allows you to make quick decision making. The Purchase work flow also allows you drill down with the information of the attached document and other parts. Odoo (previously known as OpenERP) a leading open source Business software helps you to handle deliveries in so that you can have a track of the items you purchase till the delivery of your Products.

Purchase Management Module is also integrated with Accounts and Inventory which automatically updates inventory management and financial management. Odoo Purchase management automates the processes of identifying potential suppliers, Supplier Evaluation, Supplier

Quote Evaluation, Win purchase order to the supplier, and billing processes. Purchase module is integrated with other important module to ensure a proper flow from one module to another without duplication of entries.

Below is the screenshot of Purchase Module in Odoo version 6

Kindly click the below images for a better view

1. Main Landing Page with different Modules available to the user as per the Rights and Roles in the Department

Purchase Management Software

2. Open ERP Purchase management Dashboardswhich gives you graphical views for overall results

Purchase Management Software

3. Easy search option for Purchase order, You can create a new purchase order from here

purchase management Odoo

4. Purchase orders in Graphical view for overall result plus all these graphs are drill down so that you can click on those and go into details

Purchase Management Software

5. Creating a new purchase order in Odoo

how to create a purchase order in and erp

Purchase Order statistic and workflow Kindly check this Link for more images of Odoo v6 Purchase Module


ERP Implementation GAP analysis

GAP analysis

ERP is one of the most important Business software which requires a proper planning and GAP analysis for a proper and successful ERP implementation. This is the step which cannot be skipped as this might result in unwanted results and failures

GAP analysis is done to know the business processes and working which help to implement ERP system as per the requirement. After GAP analysis is done then only company can able to find out the best and the easiest way to make changes in the practices or existing Business processes to improve the day to day business activities. In short is can be said as that GAP analysis his just a comparison between the current business processes and future improved business processes.
Though GAP analysis before an ERP implementation is the most important part but it might be time consuming and resource consuming.

GAP analysis for ERP implementation allows you to provide a complete image of the things working in future with the help of ERP solutions. It is always recommended to check the Positive aspects need to be outlined such as future integration of Enterprise Resource Planning with third party software etc.

The goal of gap analysis for an ERP system is to identify the gap between the maximized allocation and integration of the resources with the current level of allocation. This helps provide the company with insight into areas which could be improved. The gap analysis process involves determining, documenting and approving the variance between business requirements and current capabilities.

GAP analysis leads the top management of any organization to find out the most suitable ERP solution. Although GAP analysis take time and cost but it is better rather than taking Risk during the Implementation.

Bista Solutions has successfully implemented ERP solutions for companies across many industries. If you’re looking for an implementation partner for ERP or for other business technologies, you can contact us using our contact form or at sales@bistasolutions.com.

Advantages of an ERP integrated eCommerce solution

Enterprise Resource Planning tool is one of the most important and complete business software for any organization today but if you do business through eCommerce and your ERP is not integrated with your eCommerce website then it would not consider that you are using a complete package.

Here we go with the 5 most important benefits of integrated ERP software with your eCommerce website:

1. No Duplication of Entries – One of the key features of an ERP integration with your eCommerce website eliminates the re-entering or re-keying process which further allows you to have more accuracies in accounting and other modules. Further, this importance also provides you to waste your time on re-entering of the entries into an ERP system and Vice versa.

2. Less Manual Process – ERP and eCommerce integration allow you to have less Manual intervention as every part or entry is taken care with the help of this integration. Automatically uploading of all the entries in the ERP system or vice versa helps to reduce re-entry.

3. Improves inventory – ERP e-commerce integration allows you to check your inventory in real time, Products uploaded in the ERP system can be automatically published on your eCommerce website.

4. Reduce Time

5. Quick Updates on Purchases sales inventory in your ERP system as well as on your online stores, which further helps you to have quick decision making and correction.

We at Bista Solutions have implemented Odoo (previously known as OpenERP) application integrated with Magento which have provided with various other advantages to our clients across the globe.

For more information kindly visit www.bistasolutions.com

Tools that replace Expensive Software

What if you can lower your company IT expenses just by installing Open source Alternate Software which allows you to reduce your cost by 40% with more flexibility? Not convince with the statement! Yes, As per Gartner, 2009 report approximately 85% of companies surveyed are already using Open Source Applications in 2008. The other 15% surveyed have plans to incorporate Open Source Strategies within their Enterprise incoming years, we also done some of our recent posting where Russia will go Open Source by 2015.  Whether you’re a small business, or you are looking to minimize costs – attached are some of the most cost effective applications on the market that can easily replace some of your more expensive Enterprise solutions and functions.

In 2011, Gartner refers to open-source software as OSS.My, how times have changed. Less than 10 percent of IT organizations used open-source software five years ago. The number rose to 30 percent three-and-a-half years ago. Gartner noted a proportional drop in commercial software usage, which surely is no coincidence.

Most organizations now use commercial and open-source software side by side, particularly for home grown projects. Here we come up with a list of Open source software which can be replaced by the Expensive licensed software.

Open Office – One of the excellent and free alternative to replace the Microsoft Office Suite. The suite provides you with functionality that even Microsoft’s Office suite does not ship with like the ability to convert files to PDF.

Customer Relationship Management

Sugar CRM or vTiger – A highly recommended CRM packages which is Free of cost and Easy to customized.

Content Management Systems & Community Software

Alfresco Open Source Content Management & OpenCMS – Another Content Management application with great promise, and free to utilize.

Web Analytics

Google Analytics – One of the best free analytic dashboards for your web site, which provide you with every details of your website performance

Server Software
Linux – Linux will be one of the most important platform in coming days, I covered this in one of my posting that Dell Says – Linux has a powerful booster in the never-ending debate over what OS is safest from malware and spyware: Dell. “The vast majority of viruses and spyware written by hackers are not designed to target and attack Linux”

Database Software

MySQL – The best and most cost effective choice for a free SQL/Database environment that needs to be hosted in the cloud.

Screen Sharing Software

Join.me – Free, simple, fast online meetings. Share your screen instantly with anyone. Also client is not require to download any plugins.

The Above list is just the basis list of software that can be replaced with the high cost Proprietory software. The list can go on endless.

Note: This is not Ranking

ERP & Data Migrations – Experts Inputs

ERP Migration

Planning to migrated from Existing ERP solutions to New ERP solutions, or planning to upgrade old ERP version to new let’s see what industry experts say on the Migration of an Enterprise Resource Planning Software.

  • “Raghuraman Ramamurthy, an operational excellence leader at software firm Barry-Wehmiller International Resources, states that switching to a different ERP system requires just as much forethought as a new implementation”.
  • “This means considering how underlying business processes will change as a result of the new system, as well as assessing any potential compatibility issues between the software and existing infrastructures”.
  • “ERP software cannot be considered as a standalone piece of software, but as a complete system that will have a major influence on the way businesses operate”.
  • “Drive the decision to migrate bottom-up, rather than top-down. If people are bought in you can be sure that your migration will be successful,”  

Data Migrations

Data migration is one of the most important and crucial part of any ERP Migration which needs a proper analysis.

Some of the Data migration strategy/step consists of the following:

  • Identification of Data
  • Master and child record entries – Material Master, Customer Master etc
  • Transaction Data – Every day transaction data
  • Set of Data – Data for different countries
  • Setting up of tools for data migration
  • Data achieving
  • Security

For more information kindly visit www.bistasolutions.com

Purpose & Advantages of an ERP system

Explore the Purpose & Advantage of ERP Solution 

Enterprise Resource Planning (ERP) is a comprehensive and integrated system that aims to unite all business processes and sub-processes under one roof. It serves as a centralized hub, seamlessly merging data from various departments, offering organizations a real-time and holistic view of business operations. With the right ERP solution and a meticulously planned implementation strategy, businesses can gain a competitive edge and unlock a multitude of Advantages from ERP. To fully harness ERP capabilities you must first need to understand the Purpose of an ERP solution.

What is the Key Purpose of an ERP solution?

While it is true that increasing profitability is a key objective of implementing an ERP system, the main purpose behind the existence of an ERP solution goes beyond just financial gains for a business.

  • Centralize and integrate Business processes
  • Facilitate collaboration and communication across departments
  • Improve decision-making through access to real-time data
  • Increase transparency into different facets of the business
  • Reduce manual data entry by automating routine operations.
  • Give a comprehensive overview of the organization’s operations.
  • Assist with regulatory compliance and audibility.
  • Increase productivity by making more time available for value-added activities.
  • Reduce operational expenses by optimizing resource allocation.
  • Enhance data security and safeguard important information
  • Improve inventory management and buying.
  • Make strategic planning and continual development easier.
  • Assist with data-driven reporting and analytics.
  • Improve your forecasting and demand planning abilities.
  • Enhance your cash flow management and financial visibility.
  • Drive organizational efficiency and long-term growth

What Advantages does an ERP system offer?

Data Security: ERP software safeguards your critical business data by centralizing it in a secure location. There will be no more dispersed spreadsheets or emails, lowering the danger of unauthorized access and data breaches. Standardization: All vital information is saved in a standardized format with ERP, making it easy to access and analyze. Say goodbye to inconsistencies in data and the problems of locating the information you require.
Increased Productivity: ERP automates tedious operations, allowing staff to concentrate on more worthwhile projects. Processes are streamlined and the entire business is visible thanks to this, so there is no longer any need to constantly look for information. Compliance Management: ERP systems give accurate and up-to-date information that is easily searchable, making industry compliance easier. Customizable reporting features make it simple to track and change compliance needs.
Enhanced Visibility: ERP provides visibility into numerous facets of the business to everyone in the organization, allowing for faster and better decision-making. Managers can have real-time visibility into inventories, orders, and other vital data, allowing them to take more informed decisions. Scalability for Growth: Leading ERP systems like Odoo ERP can grow and expand with your organization. You can begin with the capability you require and easily add more features and users as your company grows.
Mobility and Accessibility: Employees can access dashboards and reports via smartphones and tablets using modern ERP systems like Odoo ERP. This allows remote professionals and field workers to stay connected while performing vital tasks. Cost Savings: Through automation and enhanced planning, ERP lowers costs. Administrative and operational costs can be decreased or eliminated, and system insights help pinpoint opportunities for cost savings and more efficient resource allocation.
Real-time Reporting: Key performance indicators (KPIs) can be measured and tracked using ERP’s configurable and real-time reporting across all functions. A fast-paced business environment can be navigated with the aid of current insights, which can help in decision-making. Better Customer Service: ERP centralizes customer data, enabling more efficient and customized customer care. The total customer experience is improved by accurate inventory and order management, which lowers errors and guarantees on-time deliveries.
Flexibility: ERP systems provide the ability to customize the software to your individual needs, accommodating unique procedures and analytics. As your company grows, the system may adapt without requiring a complete replacement. Accurate Forecasting: ERP systems generate more accurate projections by utilizing comprehensive and dependable data. This enables better planning and decision-making, as well as resource optimization and cost-cutting.

 

Points to Remember Before ERP Implementation 

Despite the various benefits of ERP, its implementation requires a major time and cost commitment. Therefore, it’s crucial to remember a few points to guarantee a successful outcome from your chosen ERP.

  • Ensure clear communication and understanding of ERP project goals and objectives between business and IT teams.
  • Obtain top-level management support to demonstrate the project’s importance and allocate necessary resources.
  • Involve departmental leaders to provide insights and ensure the ERP system meets specific organizational needs.
  • Collaborate with experienced ERP Implementation partners for their expertise, guidance, and support in navigating technical complexities and best practices for successful ERP Implementation.

 

Experience Collaborative Excellence with Bista Solutions

  • 3 Decades of ERP implementation Experience
  • Multiple Awards for “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
  • One of the Most Trusted Odoo Gold Partners
  • Global Presence in 10+ Countries
  • 24/7 Support Available

If you’re considering implementing or migrating from a legacy system to an ERP Solution, here’s a crucial reminder: without an Agile ERP solution and the guidance of an expert, you may not achieve the success you desire. That’s why it’s essential to have a comprehensive checklist before selecting your ERP. Take a proactive step and consult with our Expert Today!

Shipping Management in Odoo Open Source ERP

Reports before Shipping

A warehouse manager requires following reports before it ships the package.

1) Packing Slip –

It contains name of product, quantity and amount of every item inside the package. Finally, it shows the total. The Packing Slip is generated for every order being shipped in a given batch.

This slip is placed inside the package before shipping which acts as an invoice for the customer.

2) Master Picking Slip-

It contains a product description and its location (row-rack-shelf) of every product being dispatched in a given batch. This slip, in turn, is hand over to the warehouse boy who brings all the products and places at the shipping area.

Following screenshot shows links to the above reports-

Odoo ERP Delivery Order

The link on right hand side under Action tab shows links to these reports.

Packing Slip –

Odoo ERP PackingSlipThe wizard comes up when Packing Slip button is clicked

The packing slip wizard gets the batch number automatically and asks for the shop and category (Simple or Complicated Order). Once you select it and click on Apply, it generates all the Delivery Order Slip for that batch which can be placed inside the package before shipping. This packing slip might also act as an invoice for the customer.

Note- There can be different application of simple and complicated orders. Here, we assume that Simple Orders are those which have only one line item whereas Complicated Orders are those having multiple line items. Organisation have different sections for shipping these type of orders, hence the separation.

Master Picking Slip –

Odoo ERP Master Picking Slip

The wizard comes up when Master Picking Slip button is clicked

Next step is to hand over list of all the products to be shipped in a given batch to the warehouse boy to fetch the products from correct Row-Rack-Shelf. This is what Master Picking Slip does.

Reprint Packing Slip –

Odoo ERP Reprint Packing SlipThe wizard comes up when Reprint Packing Slip button is clicked

Alternatively, if the printer goes down, then the warehouse manager can reprint all the packing slip again. Here, there is an additional option to specify the state (All, Ready to Ship, Completed) and only Packing Slip belonging to that state will be printed.

For a live demo, please contact sales@bistasolutions.com or Click Here

ERP eCommerce integrated software

We all know that today Internet is getting bigger and bigger day by day across the world, people started searching for products and services with the help of the internet, the Incoming year this would be huge as the initiation of buying of any products and services will start from the Internet. Also, we have seen that before buying any products people searches the review on respective forums or put status messages on Facebook and other social media. This phenomenon is called by various names such as online buying, website, electronic commerce, e-business, e-commerce, online stores etc.

There are any online stores available on Internet today which provides best deals in different products and services whether it is electronic goods or fast moving goods. There are websites such as eBay.com, Amazon.com, Alilbaba.com which connects buyers and seller to assist with the business (Externally). And to assist business internally we all know that the activities such as selling & marketing consist of various backend such as accounting, CRM, Warehousing, Inventory etc. Use of ERP or business software is a must.

Our offering of Business software / ERP software integrated with your eCommerce website make simpler your operations and selling of goods and services. eBay, Amazon Sellers who are looking out for a single Business Application integrated with the eCommerce, products, inventory, warehouse etc can take the advantage of this software as its a packaged offering which integrates with your shipping system such as UPS, USPS, FedEx, web-store, eCommerce websites.

About Our Package offering

This packaged offering is an integration between your e-commerce website using Odoo (previously known as OpenERP) one of the leading Open source ERP software which consists of more than 500+ modules

What is the Need of this Packaged offerings:

We are offering this package of Odoo and eCommerce integration because of the problems faced by the eCommerce Sellers which is stated below:

  • Having a single back-end system to process orders for eBay  stores, multiple Magento webstores, osCommerce webstores, Amazon MarketPlace stores etc.
  • Be able to have a single system to manage inventory & warehousing for all the multiple sales channels in one system.
  • Also to be able to configure advanced Inventory rules for the various webstores.
  • Have a full-fledged warehousing system integrated with UPS, USPS and FedEx.
  • To have a fully-featured accounting system integrated with the Order processing and Receivables & Payables, not having to do manual re-entry into Quickbooks.
  • Handle Purchasing from the same system and set advance stock rules and pricing policies.
  • Handle Returns processing from the ERP system.
  • Get Reports & Analytics about the performance of various Products, Categories, and Stores etc.
  • Be able to handle a multi-company scenario in a seamless fashion.
  • Be able to handle multiple currencies.

Advantages of moving to an ERP system:

  • Integration of eCommerce with ERP system provide eCommerce Sellers to have an integrated and consolidate view of their businesses
  • Seller can manage the entire operation with this single system
  • This system helps you to increase the Inventory, Warehousing & Accounting operations by having all operations managed from a unified system.
  • Eliminate duplication of efforts which normally happened during handling multiple CMS systems, Accounting & Inventory software.
  • Configure advanced inventory & stock rules to improve profitability.
  • Handle the distinct operations of multiple companies, yet have a high-level view of the performance of your business.

The above eCommerce integration with Odoo is currently supported for Magento, Other platforms are also supported as per the requirements.

other advantages of this package software is that it is built on Open source platform which gives you an advantage of unlimited users, cost effectiveness, further future modification is possible and much more.

You can have a check onto the features and pricing of this e-commerce ERP package at www.bistasolutions.com

For Pricing and Online demo, kindly contact sales@bistasolutions.com

Open Source ERP for Manufacturing Industry

Open Source ERP

Open Source ERP (Enterprise Resource Planning) for the manufacturing industry:

Manufacturing is a dynamic and competitive industry, so having an integrated solution that can improve productivity, reduce costs, increase sales, and be profitable is important. All of these problems could be solved with an enterprise resource planning solution. It allows the company to make correct, educated, and strategic decisions.

The Benefits of Choosing an ERP System in a Manufacturing Industry-

  • A comprehensive ERP solution streamlines business operations and fosters automation.
  • Real-time data analysis assists firms in better estimating, planning, adjusting, and responding to changing market requirements.
  • Provides insight and visibility across the organization and assists the organization in making educated, precise, and timely business decisions.
  • Replaces the time-consuming manual process with an automated, streamlined method that incorporates real-time business data.
  • Increases coordination with distribution channels and regulates process scheduling, which helps deliver products on time, leading to more customer satisfaction.

Manufacturing automation and the use of open-source ERP technology are sweeping the sector. An open-source ERP system is one with source code that is freely available for anyone to use. Due to the open-source model, companies can access the ERP software’s code and adapt it using their own IT staff. In today’s dynamic business environment, every firm requires optimal synergy between divisions, from input to output.

Open-source ERP offers a variety of benefits to the enterprise, including lower costs and greater customization options. As a result, open-source ERP is essential for integrating inter-and intra-departmental processes unlike traditional ERP software, which has high development and deployment costs as well as several constraints.

If a manufacturing company is on the edge of implementing an ERP system. Here are some of the challenges that an Open-source ERP addresses in the manufacturing industry:

  1. Tracking and Tracing- Open-Source ERP allows businesses to readily access and update their databases, making inventory management considerably easier. You may acquire 360-degree visibility and control over all inventories and their movements with an Open-source ERP solution. Each unit is tracked from start to finish with the help of an integrated database, which gives real-time data and reports.
  2. Developing the strategy – Open-source ERP helps planning by anticipating demand and sending out timely signals. Careful planning helps to reduce slowdowns and promptly respond to shifting trends. Open-source ERPs like Odoo have specific modules for planning material requirements, production planning, and scheduling, supporting producers in decreasing losses and additional costs.
  3. Change Reluctance- The ERP implementation consultant must connect with the employees’ primary demands and ERP Software expectations while establishing an ERP solution for a manufacturing organization. The main advantage of using an open-source ERP is that it is highly flexible and adaptable to the manufacturer’s changing demands.
  4. Transactions- Manufacturers engage in a huge number of transactions on a daily basis. Manufacturers might find the sheer amount of daily transactions daunting. Large volumes of data can be input, reviewed, and tabulated using Open-source ERP, leading to detailed transaction reports that ensure everything has been properly managed.
  5. Insight and Evaluations- Monitoring market trends and resource utilization can help in remaining competitive in business-to-business manufacturing. An open-source ERP assists in anticipating potential bottlenecks and enables managers to make necessary stock or production modifications ahead of time, providing them more control over the manufacturing process.

Open Source ERP for Manufacturing Industry

The ERP that answers all these questions will help the manufacturer select the best open-source ERP solution for their company. In today’s complex and highly competitive economy, Odoo Manufacturing ERP can make a difference for manufacturers searching for an all-in-one solution to survive and thrive. Odoo is an open-source framework that provides incredible flexibility for implementing customized workflows that meet the specific needs of a manufacturing firm. Odoo provides precision, efficiency, sustainability, and the capacity to deliver on time and with fair quality, all of which are crucial in today’s manufacturing industry.

Bista Solutions will help you reach new heights of success as an Odoo Gold partner, helping in the implementation of Odoo ERP for years in the Manufacturing Industry. To learn more about Odoo Open-source ERP, connect with our team here.