How we implemented Promotional Products ERP for Pinnacle Promotions

One of the key projects that we take pride in was our software implementation for our key Pinnacle Promotions. Knowing how dynamic this industry is, we knew we had to tailor the software to suit the needs of their business. Once we were on boarded, we implemented Odoo as the promotional products ERP solutions for Pinnacle Promotions.

About Pinnacle Promotions

Pinnacle Promotions is an e-commerce company that creates a range of promotional products for businesses across industries.

Working in the industry for over 20 years, Pinnacle has screen-printed, embroidered, laser engraved, pad printed, and debossed thousands of promotional products for companies across industries. 

The ask 

As a branding company online, Pinnacle is in a very competitive industry. Sean Phuphanich, Vice President of eCommerce and Information Technology at Pinnacle Promotions, states, “Online, it’s a very competitive space and so in order to compete with that, you need to have great pricing, great service, and it has to be fast.”

To achieve this goal and supply their customers with best services, Pinnacle wanted to streamline and unify their business processes through an integrated promotional products ERP solution.

The challenges

Prior to adopting Odoo, Pinnacle was using different software for various activities like accounting, CRM, order processing, website management. 

Having disparate systems resulted in a lack of connectivity between different departments. It also meant that employees had to engage in manual data transfers from one software to another. This would waste their time and cause delays in customer response time. 

Their key challenges were:

Seas says, “Anyone that’s using multiple separate systems, there’s always some kind of tax you pay for that, whether it’s because you’re paying for the overhead of three different companies to basically do the same thing or because people are working in very different operating models. So what you do in one CRM system is completely different on how it’s expected to happen in another accounting system.”

Our solutions

We worked closely with the Pinnacle team to design and implement a robust and integrated solution. This Odoo implementation included capabilities such as order processing, e-commerce, purchasing capabilities, and more.

Because of Odoo’s flexibility, we were able to tailor it to suit Pinnacle’s unique business processes. 

With the aim to strengthen Pinnacle’s customer relations, we also worked with Pinnacle to add machine learning capabilities to Odoo. This included auto filling data for salespeople, preventing potential mistakes based on error history, and predicting & identifying customers.

Key results

By providing answers to each of their unique needs, we implemented  several customizations for Pinnacle Promotions. 

One of the key achievements from our implementation was that Pinnacle was able to reduce the order process complexities. With an integrated system in place, they were also able to reduce errors and labor costs. 

Our add-on machine learning capabilities also assisted in speeding up the sales processes and reducing errors.

According to Pinnacle, this promotional products ERP implementation resulted in:

With our implementation, Pinnacle Promotions became leaner and was able to meet their customers’ expectations faster, at better prices, and with less errors. 

As their error rate dropped from 13% to 3%, Pinnacle gained a sharp competitive advantage in the promotional products industry. With lesser errors, their customers retention rate also spiked. 

promotional products erp

Reach out to us

We at Bista always go above and beyond to make sure that our customers are satisfied. Even if that requires burning the midnight oil for weeks. Our team of passionate developers and ardent solutions experts is always here to understand your unique needs and help you build an efficient work environment.

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

We’re a top Odoo partner, and have done similar implementations for other eCommerce companies, as well as for businesses in the manufacturing, retail, services, automotive, financial services, and healthcare verticals.

Custom Odoo Apps

Odoo is a suite of open source business apps that covers all your business requirement. Odoo has two different types of apps published in their app store. One are the in-built apps, another are the custom apps developed by odoo gold partners like Bista. As an odoo app development company we have more than 80 apps published on odoo app store that you can download and implement directly. Some of the custom odoo apps developed by Bista are :

Custom Odoo Apps developed by Bista Solutions

 

Odoo 1099 tax form, odoo custom apps                      odoo nsf accounting moduleodoo custom apps                      odoo mrp, odoo custom apps

Odoo 1099 Tax Form                   Odoo NSF                                      MRP Reset To Draft

Download                                               Download                                           Download

 

Odoo MRP Less Quantity Consumption by Bista Solutions                        Update Transfer Done Quantity (Odoo Enterprise)                       Bista Dynamic Mail by bista custom odoo apps

MRP Less Quantity                       Update Transfer                              Bista Dynamic Mail

Consumption Module                    Done Quantity     

Download                                                Download                                        Download

Manufacturing Reset to Draft (Odoo Enterprise) , custom odoo apps                      Account Auto-Invoice (Odoo Enterprise) custom odoo apps                       Account Multiple Write-Off Lines (Odoo Enterprise), Custom Odoo apps

Manufacturing Reset                   Account Auto-Invoice                   Account Multiple

to Draft                                                                                                     Write-Off Lines  

Download                                               Download                                       Download

 

Bista AWS S3 Attachment Storage, custom odoo apps                      CRM Chatter User Filter                        Request for Quotation Merge custom odoo apps, custom odoo apps

AWS S3 Attachment                    Chatter Information

Storage                                           User Filter

Download                                              Download                                          Download

Request for Quotation Price Validation, custom odoo apps                        Account Payment Balance, custom odoo apps                      Account Payment Balance, custom odoo apps

Download                                              Download                                               Download

Show Message Recipients custom odoo apps                      Multiple Vendor Payment by Bista Solutions, custom odoo apps                      Portal Attachments custom odoo apps

Download                                               Download                                            Download

Custom Color Palette, custom odoo apps                      Stock Move Price, custom odoo apps                      Company Extended Details by Bista Solutions, custom odoo apps

Download                                              Download                                            Download

 

Account Invoice Total                      Password Validation by Bista Solutions Pvt. Ltd.                       Sales Vendor Information by Bista Solutions

Download                                            Download                                                  Download

 

Custom App Switcher                      Two Factor Authentication, custom odoo apps

Download                                              Download

We have certified odoo consultant and software engineers who are  always ready to help our clients. We always add value our customer by consulting them on every stage of the project which helps us with 93% customer retention rate.

HOW A CLOUD ERP PLATFORM CAN HELP MANUFACTURING COMPANIES

Today, companies across industries are using business software tools to manage their organizations. However, many of them are still struggling to balance their costs effectively. Mostly due to multiple disparate systems that cause process bottle necks, productivity, and efficiency issues. Manufacturing companies especially have recently started to realize the value that Cloud ERP brings as opposed to on-premise ERP systems.

According to an IDC report, while most manufacturers still believe in investing in on-premise systems, many technology driven businesses have turned their focus to SaaS and cloud-enabled software. This focus is geared by the need for flexible and agile business applications that are can be easily implemented, configured, and updated

Today, cloud computing is at the forefront of business management and is ushering new business models for manufacturing companies, both strategically and operationally.

Cloud ERP

Why Cloud ERP?

Easy SLAs: In times of virtual work especially, manufacturing companies with a cloud-first strategy are realising cloud’s real value. One of the key benefits that it brings is the ability to delegate the Service Level Agreement (SLA) of an entire solution, from infrastructure to application, in place of components.

Decreased cost of ownership:  It is also widely recognized that a cloud ERP platform can reduce complexity and total cost of ownership and increase reliability. It enables faster development processes and decreases risk. Companies that usually take an ad hoc approach miss out on many of cloud’s benefits and experience a variety of pitfalls.

Real-time visibility and flexibility: Integrated business software suites are transforming how manufacturing companies operate their processes. This is mostly through the ability to access data in real-time, eventually increasing their visibility and flexibility.

Increased security: Cloud-based ERP solutions offer enhanced security measures that protect your business’s data when it is at rest and when it moves from your systems to the host servers. Robust cloud ERP systems allow robust security controls such as fully guarded premises and physical access management that are economically unachievable with typical in-house, on-premise deployments.

Higher data visibility: A strong Cloud ERP system like NetSuite usually has built-in performance monitoring tools that provide deep insights into the application’s behavior and expose minute details about performance metrics.

Which cloud ERP can you adopt?

As a leading cloud ERP company, NetSuite has championed the cause to deliver not only a true cloud platform, but also strives continuously to develop a truly integrated suite for our growing global customer base of more than 21,000 users.

Why NetSuite Cloud ERP?

In an ROI study by independent analyst firm Nucleus Research, customers using NetSuite’s integrated cloud business suite accelerated their financial close times by up to 50%, improved sales productivity by 12.5% and increased inventory turns by 50%, among other efficiencies

The research also stated that the ROI of cloud ERP can be achieved relatively quickly and this delivery model brings IT cost reductions and increased employee productivity to the broad range of the companies using it. Small and medium businesses can also achieve other important benefits from ERP in the cloud, such as increased inventory accuracy, better customer satisfaction and increased sales.

Why choose us as your NetSuite Cloud ERP partners?

We at Bista work closely with you to implement, integrate, and optimize Netsuite for you. Having implemented more than 250 ERP projects across the globe, our professionals offer technical expertise and unparalleled customer support.

We excel in offering Netsuite implementation, customization, and integration services. We can even strengthen your current NetSuite implementation with other technologies like machine learning. With the help of our consultants and engineers, we pride ourselves on our ability to translate complex operations into simple real-time business applications. Be it manufacturing, distribution, food processing, professional services and much more, we offer industry expertise to all software requirements.

Reach out to us and get a free NetSuite consultation now!

All you need to know about Odoo Quality Management

Odoo Quality Management is defined as a formalized system that documents processes, procedures and responsibilities for achieving quality policies and objectives.

Quality Control Point: This takes place during Delivery order transfer,Receiving order transfer, or during manufacturing procedures of the products.

Path: Odoo Quality Management→ Quality Control → Control Point → Create(If you want to create a new control point).

You can see different stages of quality Alert. When the new alert comes it is in the ‘New’ stage. When the alert is verified it comes in the ‘Confirmed’ stage. Once the corrective actions are taken it is moved to the ‘Action Proposed’ stage. Finally, when the issue is resolved it comes to the ‘Solved’ stage. You can create and delete the stage too as per your requirement best way to manage your documents

 

You can see different stages of quality Alert. When the new alert comes it is in the ‘New’ stage. When the alert is verified it comes in the ‘Confirmed’ stage. Once the corrective actions are taken it is moved to the ‘Action Proposed’ stage. Finally, when the issue is resolved it comes to the ‘Solved’ stage. You can create and delete the stage too as per your requirement

 

Title: Name of the Control point.

Product: Select the product you want to check quality in odoo quality management.

Product Variant: Add variant if product has any.

Operation: Select the operation you are creating control points for. Example: Select ‘Receipts’  if you want to quality check at the time of receipt of Product. ‘Delivery’ if you want to quality check the time of delivery of products. ‘Manufacture’ select if you want to quality check at the time of manufacturing the product.

Control Type: This option mentions at what interval we need to do the quality check. Here we have options of ‘Randomly’ and ‘Periodically’.

Type: Select the type of quality check you want to follow i.e., Text, Take a picture, Pass or Fail, Measure

Once you add all the details save the record.

Create a sale order for the product: ‘Cheese Burger’. Click on “Delivery” button.

You can see different stages of quality Alert. When the new alert comes it is in the ‘New’ stage. When the alert is verified it comes in the ‘Confirmed’ stage. Once the corrective actions are taken it is moved to the ‘Action Proposed’ stage. Finally, when the issue is resolved it comes to the ‘Solved’ stage. You can create and delete the stage too as per your requirement

You will see a Quality Checks button that appears to proceed to the quality check you configured before in odoo quality management.

Odoo Quality management

Clicking on Quality Checks button will open the instruction set on the quality control point. You are required to check the value.

Odoo Quality management

Once the quality check is done, you can find it linked to the corresponding transfer and access it by clicking on the  button

Odoo Quality management

If the quality check fails, the smart button will turn into red color(instead of green color). Odoo quality management will suggest you to create a Quality Alert by highlighting the corresponding button.

Odoo Quality management

Clicking on the “Quality Alert” button will open the quality alert view.

Odoo Quality management

Title: Name of the alert.

Product: Name of the Product and it’s variant will be auto-filled while clicking on the quality alert of that product

Lot: Lot number of the product

Team: Add the quality check team.

Root Cause: Add the main reason behind the quality check failure.

Description: You can describe the quality issue briefly.

Corrective Actions: You can add the corrective action to be taken to correct the issue.

Preventive Actions: You can add the preventive actions needed to be taken to prevent the issues.

Once you create the Quality Alert it will be displayed from the Quality Alert button on the right side of the transfer. You can do much more in odoo quality management app.

Odoo Quality management

You can also access all your quality Alert under the respective Quality Team in the Quality Overview.

Odoo Quality management

 

Odoo Quality management

You can see different stages of quality Alert.

When the new alert comes it is in the ‘New’ stage.

When the alert is verified it comes in the ‘Confirmed’ stage.

After taking corrective actions are taken it is moved to the ‘Action Proposed’ stage.

Finally, when the issue is resolved it comes to the ‘Solved’ stage.

You can create and delete the stage too as per your requirement.

Odoo Quality management app is one of the free odoo apps available with Odoo ERP.  To get your odoo implementation contact us here

Manage your all manufacturing processes with Odoo Manufacturing Module

Odoo Manufacturing enables the end users to create the manufacturing order of a product and pass them in different stages in a production line and complete production. With Odoo Manufacturing app one can also customize manufacturing procedures matching your company’s process using Work-center and other routing concepts.

One can create a product by Manufacturing Order in two ways.

1) Creating a manufacturing order (Simple Method without Routing & Work Center).

Path: Manufacturing → Operations → Manufacturing Order.

odoo manufacturing module

Click on the “Create” button.

odoo manufacturing module

Product: Select product to manufacture in odoo manufacturing.

Quantity To Produce: Add the total quantity to produce.

Bill Of Material: Add bill of material.

DeadLine: Add deadline for production of the order.

Plan From: Add Planned date for production of the order.

Components: Raw Material for production of the product. This Comes from the Bill of Material.

After adding all the details Click on ‘Mark as Todo’ button for processing the order.

Click on the “Check Availability” button. Quantity available will be updated in Reserve.

Once all quantities are available Click on the “Produce” button.

odoo manufacturing module

Once you are done with the process for the production click on the “Mark as Done” button.

Production is complete in odoo manufacturing.

2) Creating Manufacturing order by customizing the work order, setting up Work Center & Routing.

This is the advanced method for complex production where Work Center, Routing, Bill Of Materials are used.

Path: Manufacturing → Configuration → Settings.

Odoo manufacturing module

We need to enable the Work Order in the Odoo Manufacturing settings.
odoo manufacturing module

After enabling work orders, we need to set the Work Centers and Routings.

  1. Work Center.

Just as the word describes, it’s the place where the production work is taking place.

For Creating  Workcenter we can click on Workcenters in the settings or

Path: Manufacturing → Master Data → Work Center → Create.

odoo manufacturing

Create work centers and click on “Save” button.

odoo manufacturing module

2. Routings.

Routes are the paths through which the production of each product goes. Production is not a simple process, it contains a lot of work centers, routes and so on. Here we can set the routes for manufacturing.

For Creating Routings we can click on Routings in the settings or

Path: Manufacturing → Master data → Routings → Create.

odoo manufacturing module

Fill all the details, add the work centers for this route and click on “Save” button.

Manage production

We can start processing work orders in 3 ways.

1) By clicking on the work order from the odoo manufacturing order.

2) Clicking on Any of the work orders.

Path: Manufacturing → Operation → Work Orders.

odoo manufacturing module

3) You can open any of the ongoing work orders from the work center Overview.

Path: Manufacturing → Overview → Click on the Work Orders button.

Odoo manufacturing module

You can see all the work orders.

One can get hold of each work order and complete the production. The production of the product will go through the route that we set for its production.

odoo manufacturing module

Here we shall click “validate” after completing each stage.

odoo manufacturing module
When the entire production is finished we shall click “Mark as done” or “ Mark as done and close MO”. Then the production is completed.
When we complete each production the product will be added to the inventory. The inventory will be updated automatically. All this is possible in few clicks in odoo manufacturing app.

Bill Of Material

Bill of materials, BOM are the components we add for the production of a particular product. Every product is manufactured with unique raw material.
Therefore, for the manufacturing of a product, we need to take the corresponding bill of materials.

Path: Manufacturing → Master Data → Bill Of Material → Create.

Odoo manufacturing module

Here we shall see how to create a BOM and how to add the components. BOM is very well explained and easy to process in odoo manufacturing. Odoo Bom is covered in one of the odoo apps.

odoo manufacturing module

Product: Add product for which you need to create a Bill Of Materials.

Product Variants:  Add variants if needed.

Quantity: Add quantity.

Routing: Select Route of production for the product.

Reference: Add Reference.

BOM TYPE: Select the type of the BOM as per required for production of the product either ‘Manufacture this product’ or              ‘Kit’.

You can add the raw materials required for the product in Component under Components tab.

Select the work center operations for the raw material in Consumed in Operations.

If there are By-products in your manufacturing order then you need to enable it in Manufacturing Settings.

odoo manufacturing module

Once By-Products are enabled you can see a By-products tab next to Component.

Add the products, quantity & select the operations. under By-Product if there are any for the production of the product.

After adding all the details click on the “Save” button. It will save your details in odoo manufacturing.

Unbuild Orders

Unbuild is yet another innovative feature in Odoo 13 manufacturing. Here we can unbuild a manufactured product in case of damage caused to any of its parts so that we need not scrap the full product. We can unbuild the product and take the good parts from it.

Path: Odoo Manufacturing → Operation → Unbuild Orders → Create.

odoo manufacturing module

Fill the necessary fields and click the “Unbuild” button.

Scrap Orders

At any stage of the production line, we can scrap the product. In all the production stages we can find the tab of scrap. When we click on the scrap we can immediately transfer it to scrap.

We can also create scrap manually from,

Path: Manufacturing → Operations → Scrap Orders → Create
odoo manufacturing module

Product: Select product which is scrapped.

Quantity: Add quantity.

Source Location:  Add location from where the product was scrapped.

Scrap Location: Select the scrapped location.

Once all the details are filled you can click on the “Validate” button.

Reach out to us for odoo implementation.

Streamlining business operations with Odoo Hubsoft integration

Most companies who are looking to implement ERP systems for business processes often already have the software to support orders, inventory, or customers.  Before getting their Odoo implementations, one of our clients, had a similar software called Hubsoft. Hubsoft is a tool built for companies to manage their sales representatives, orders, inventory availability, digital assets and customer relationship. So, while implementing Odoo, we wanted to make sure that the data transfer from Hubsoft to Odoo is seamless for our customer. We created a bi-directional Odoo Hubsoft connector between the two tools to enable easy data import and export to and from Odoo Hubsoft integration.

We made sure that the entire process leads to a seamless Odoo Hubsoft integration. We created this Odoo Hubsoft integration in a way that our client did not even have to step out of Odoo’s interface to get any information from Hubsoft.

Odoo hubsoft integration

So, what can this Odoo connector do?

Here are some features of the Odoo HubSoft Connector we created:

What are the configurations you can alter in Odoo Hubsoft integration?

Here are some configurations that you can enable in this Odoo Hubsoft connector:

  1. Exchanging data – If users want to import and export data automatically from Hubsoft to Odoo or vice versa they can set in the configuration settings and do this easily via scheduler.
  2. Sales channels – Our integration can allow users to select a sales channel which can be passed in sales orders.
  3. Customer information– The integration allows users to import or export their customers from Hubsoft to Odoo or the other way round. It also allows them to choose the timeline for the data transfer by giving them an option of transferring data till the current date.
  4. Automated data upgradation – As the user updates return orders, delivery, invoices, or other options in Odoo, our integration can sync these products between Odoo & Hubsoft. With this integration records will be updated automatically in Hubsoft as soon as they are performed in Odoo.
  5. Error log – In case any record fails to import or export, users can see all the errors which are logged into one screen.

What were the results?

Efficient management of purchase and procurement orders in Odoo: Using Odoo Hubsoft connector, Super73 can now manage sales orders, procurement, and purchase operations efficiently. Businesses can manage and track the stock for their products in Hubsoft or Odoo. Additionally, they can also run easy and advanced inventory operations with Odoo.

Maintain extensive customer database in Odoo: Our Odoo Hubsoft integration enables businesses to transfer customer records and other relevant details from Hubsoft to Odoo and maintain an extensive customer database.

Eliminate duplication of work: Since updates between Hubsoft and Odoo are synchronized, users can easily update data in one of the software and it will automatically get updated in the other. This helps avoid duplication of work, in turn saving the employee’s time.

Effective inventory management:  Odoo Hubsoft integration enables businesses to manage their inventory easily and efficiently. Businesses can track the inventory details like quantity and availability by using Odoo as their backend ERP.

How can we help?

We offer many Odoo services for your company, including:

Odoo Consultation

For us at Bista, your needs are paramount. We understand your pain points as well as goals. And based on this information, we design solutions tailored to your needs.

Odoo Implementation

Nothing is more important to us than your needs. Once we start our projects, we make sure we adhere to timelines and get your implementation up and running within your desired budget.

Odoo Customization

We tailor Odoo for your distinct business needs and customized every bit to suit your needs.

Odoo Integration

We understand that you may be relying on some other software that want to continue using. We can seamlessly integrate these with Odoo for you.

Odoo Support

We are always here to support you. No matter what time of the day, our consultants are there for you 24×7.

Reach out to us and get your free consultation now.

How user mistakes can be prevented in Inventory Management System with machine learning anomaly detection

Odoo provides efficient stocking methods to organize your warehouse and enable smart double inventory systems. But what happens if someone makes an incorrect entry in your inventory management system? We created an Odoo module that understands your data, identifies anomalies, and helps you prevent damages. This module uses Machine Learning anomaly detection technology.

Human beings are always prone to errors, however if this happens with your inventory, it can cause unprecedented disruptions in your supply chain. Often, it means that an unusual occurrence has taken place. This could be a human data-entry error, a tagging error or even corporate espionage. Ultimately causing major changes in your balance sheet and reflecting poorly on your finances and balance sheets. If your inventory balance is incorrect, it could affect the cost of goods sold and profits, having dramatic effects on your business performance.

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

What does this module do? 

This module understands your inventory 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 items, events, or observations. 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 errors.

Take a look at this detailed explained Machine learning anomaly detection video:

 

How does it work?

We train data with the existing set of the transaction for regularly used products and their locations.

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.

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.

 When can you use it? 

From warehouses in manufacturing factories to delivered products in retail, this cutting-edge machine learning automation can be used for anomaly detection across all industries. If your business relies on inventory or raw materials, this module can help you avoid errors in stock inventory.

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.

Odoo Project Management explained with demo screens

Odoo project management is a time saving tool that can give us a visual overview of all our ongoing projects. This helps us to manage people, tasks, due dates, manage multiple projects, daily timesheets, etc. Odoo project management provides functionalities to manage multiple projects. Odoo project management provides graphical charts, Gantt charts etc to analyze the progress of specific tasks and projects.

Below we have explained how Odoo Project Management work and what features it includes; 

Project Dashboard

Once you get into the project you can see a Kanban view of projects. You can get the complete overview of project and tasks related to the project.Odoo Project Management module

Click on the create button to create a new project. This will open a popup screen as shown in the next image.

Odoo Project Management module

Project Name: Add name of the project.

Planning: Select this if you want to enable planning for the tasks of the project.

Timesheets: Select this to enable a timesheet on the project.

Bill from Tasks: Select this if you want to enable bill from the tasks.

Worksheets: Selecting this will enable customizable worksheets on tasks.

Click on the ‘Create’ button.

Task Stages

Clicking on the ‘Create’ button will redirect you to the task page. You can add a certain column to your project. They will be the stages for your project task.

Odoo Project Management module

Odoo apps help you with some different sets of examples for your project for instance-Software Development, Agile, Consulting,Website Redesign etc. Click on see examples.

Odoo Project Management module

Click on the “Got It” button to close the pop-up screen.

Once you add the columns for your stages, you can create tasks for your project by clicking on the ‘Create’ button.

Task Title : Add the title for the task .

Assigned to: Select the user you want to assign the task.

Click on the Add button to create more tasks.

Odoo Project Management module

Click on the Edit button to edit the task details. This will open a form view of the task.

Odoo Project Management module

You can modify the details.

Deadline: Add the deadline date  of the task if required.

Tags: This helps you to find the task.

Description: Add the description of the task.

Once you complete the changes save the task.

 

Rearrange Task Stages

If you want to fold/unfold the stage from the dashboard as per your requirements. You can delete stage columns. You can rearrange the stage by simply drag and drop the column as per your requirements. You can even archive/unarchive the tasks

Odoo Project Management module

Now regarding the tasks, If any task is important you can mark it as important by clicking on the star icon.

One can see the planning/activities of each task. Once can schedule new activities for the task.

Odoo Project Management module

Odoo Project Management module

Click on the ‘Schedule’ button to mark the changes.

Plan and Track Employee Task

One can keep a track of their employee tasks. Enable the Manage time estimation on tasks, it creates a progress bar in the form view of your tasks. When the employee adds working hours for the task the progress bar gets updated based on the initial planned hours.

Odoo Project Management module

Sharing Of Project and Task.

You can share your projects/tasks, you allow external user to be with you on the same page. This helps avoid misunderstanding, allowing you to become a more coordinated company as you get the correct information to the right person.

You can share projects in two ways.

  1. Path: Projects → Dashboard → Manage → Share.

Odoo Project Management module

  1. Path: Project → Click on the ‘Share’ button.

This will open a popup screen. Choose an existing Recipient(s) or you can create

Odoo Project Management module

The Recipient will receive an invitation email to access a document. Once a user opens it, it will redirect to the project setting and can access it’s tasks.

Subtasks

You need to enable the Subtasks from the settings.

Path: Projects → Configuration → Settings.

Odoo Project Management module

Once you enable the sub-tasks from settings, go to the project and select the task you want to share.

You can see the Subtasks smart button on the task view.

Odoo Project Management module

Clicking on the sub task button will navigate you to a new task page where you can create a sub task for the parent task.You can find the task title and the person to assign the sub task. Later you can click on the Add button. You can modify the subtask by clicking on the ‘Edit’ button.

Odoo Project Management module

You can access the parent task related to the sub task from the view.

Odoo Project Management module

Planning Tasks

Under the planning feature of Odoo, one gets access to the Gannt chart enabling better planning and organizing of the workload and human resources.

Path: Project → Planning.

One can either plan by project or plan by employee.

Clicking planning by employee, you get the following Gantt Chart.

Odoo Project Management module

One can easily see from here in the Gannt chart, which people are assigned or who is involved in a particular assignment.

Alternatively, one can do them from here. One can seamlessly allocate the resource effectively.

Odoo Project Management module

Allocated Time(%): This allows you to define the percentage of time you want your employee to work on the specific task during the shift.

The total calculation shows how many hours out of the total shift time (End date – Start date) are spent by the employee on that task.

Clicking on planning by Project will show the total number of employees allocated per project.

Odoo Project Management module

Invoice Spend on Task.

When it’s time to bill your client for the finished projects/tasks, you can choose to shorten processes and save time by pulling the billable time you have tracked into sales orders, and invoices, directly from the project/task.

First, you need to enable the timesheet feature.

Path: Project → Configuration → Settings and enable Timesheet.

Create a sale order and invoice from a project.

Path: Project → Configuration → Projects, choose the corresponding one and enable ‘Timesheet’ & ‘Timesheet Timer’.

Odoo Project Management module

Click on ‘Create Sales Order’ and continue to create the invoice.

Odoo Project Management

Billing Type: You need to select the type of billing as per your requirement ‘At Project Rate’: all timesheets are billed at the same rate, or by ‘At Employee Rate’: timesheet will be billed with individual rate of the employee.

The project rate allows you to invoice a whole project, for a specific service, at a specific rate at once. Example: Implementation of a system.

The employee rate billing lets you invoice a project broken down into different services, at different rates. Example: Different rate for junior & senior consultants.

Invoice only for approved timesheets.

Path: Timesheets → Configuration → Settings → Invoice Policy.

Odoo Project Management

Choose Approved timesheets only. This ensures that the manager is aware of the hours being logged from each employee before the customer gets invoiced

 

 

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All you need to know about odoo inventory management module

Odoo Inventory Management is intended to scale from a few thousands of operations to many  various transactions. It helps businesses manage their products or assets inventory without any hurdles. Odoo inventory management is the best double entry integrated inventory & tracking system for warehouse management. With Odoo inventory management module you can manage your warehouse, vendors, purchase flows etc.

First step in inventory is creating a product.

Path: Inventory → Master Data → Products → Create.

odoo inventory
Product Name:  Enter name of your product.

Product Type: In case you set the product type as ‘Storable’ then you can track the stock of the product and know  how many units are in stock and what’s the forecasted number units. If you want to include a product on receipts/deliveries but don’t not need to track it’s stock then you can select type ‘Consumable’.  This will help you to setup Product in Odoo inventory management,

Configuration

Path: Inventory → Configuration → Warehouse Management → Warehouses.

odoo inventory management

When you click on the menu you will see a list of Warehouse. Here we have only one warehouse. You can add any warehouse in odoo inventory.

odoo inventory management
If you want to create a new warehouse you should enable the Multi-Warehouse settings. Note that the Multi-Location settings will be automatically enabled at the same time and click on the save button. Which will help you to save multiple warehouse inside odoo inventory module.

odoo inventory management
After enabling the multi-warehouse settings you can create a Warehouse.

Warehouse: Add your warehouse name.

Short Name: You should also choose a short name for your warehouse which is 5 characters long and is used on the different warehouse documents.

Address: You can select an existing company or you can create a new one. Therefore, the address of your warehouse will be the same as the one of the company you selected. After the creation of a new warehouse, you can go back to the Dashboard/Odoo Inventory Overview.

Path: Inventory → Overview.

You will see the new operation types automatically created due to creation of a new Warehouse.

odoo inventory management

Path: Inventory → Configuration → Location.

odoo inventory management
Once you click on the Location menu you can see the list of locations as shown in the image below.

Locations are very important to configure as we need to make sure for the inventory where it has been stored and it went to which place.

We have created some of the locations and we need to configure for all the locations from where we are getting the stock(Vendor Location) which is already configured, where we are sending the stock(Customers Location) is also configured.

However we can create more locations for Customers and Vendors if we want. Similarly we have locations for scrap or Inventory loss.

Odoo inventory management
These are virtual locations and do not exist in our proximity. We can also create internal locations where we are sending the goods internally. If it is consumed it should be a production / customer location otherwise the stock will be shown as still existing in stock.

When you click on any of the locations in the list you can see the following form.

Odoo Inventory Management
Location Name: Name of the location.

Parent Location: If you are keeping in your stock then make sure to add the main stock location as shown in the above image. If you are creating location for scrap,

odoo inventory management
customer, production then it’s not  required to add stock as the parent location.

 Location Type: There are multiple types available shown in the next image.

Vendor Location is used for the Supplier’s Location. This location is treated as our virtual location from where the products we receive in our stock.

 View is always a parent location. When we have a hierarchy of locations it is always advisable that you keep the parent location to be view location as the transaction of the goods will happen to the children which do not have any further subordinate locations.

Internal Location is a location which is available internally in our stock. We can have multiple locations where we can keep our stock. Here we will maintain a hierarchy as discussed before so that we will get an accurate inventory value for the stock that we have.

Customer Location is the location of customers where actually we are delivering the goods from our stock. This is also a virtual location which we just imagine to use when we are selling the goods.

Inventory Loss is the location which is used when we have scrap products or lost products or when we adjust the inventory of books with real time inventory. The adjustment moves are having this type of location.

Production is the location where actually the products are being consumed for manufacturing or any other reason. A restaurant or kitchen can be treated as a production location when the goods are being consumed.

Transit Location is the location which is used only for transit. For e.g. a Quality check location or Packing Location or when you use Pick Pack Ship the locations can be used as transit locations.

You can select the right type that matches the location which you’re trying to create.

There are two check boxes: Is a Scrap Location? And Is a Return Location? As the name describes, check whether it’s a scrap location and return location or not.

There are 3 smart buttons. Current Stock: Clicking on this will give you a list of products which is the current stock available at this location as shown in the next image.

Odoo inventory management

There are mainly 3 types of operation 1. Receipt, 2. Delivery and 3. Internal Transfer.

Path: Inventory → Configuration → Operation Types.

Odoo inventory management
You will see a list of operation types. Click on any of the types or click on create to create a new type.

Operation Type: Name of the operation type.

Type of Operation: Select whether the type is Receipts, Delivery or Internal Transfer.

Operation Type for Return: If we have the operation type and we want a specific type for return then we can select in this.

Odoo inventory management
Create New Lots/Serial Numbers: If we want to create a new lot/serial number during transaction of the operation type then select this checkbox.

 Use Existing Lots/Serial Numbers: If we want to use the existing lot/serial number during the transaction of the operation type then select this checkbox.

Now there are default locations Default Source Location and Default Destination Location which need to be configured on the Operation Types. If the Type is Internal you can change the location on the operations but for Incoming it will be possible to change the destination location and for Outgoing it will be possible to change the source location.

If you choose Vendor type it is mandatory to select the destination location. Usually we keep it as a stock location. For Customer type it is not mandatory but we should configure the location. For internal type both the locations are mandatory to be configured. The screen itself will force you to do so when you select a specific type. 

Example: In a retail store storing vegetables and fruits, we have to store vegetables in vegetable locations and fruits in fruits locations and they are in the same warehouse stock. That’s where putaway rules intervene, to avoid storing products wrongly.

The putaway rules can be defined either per product or per product category.

Path: Inventory → Configuration → Putaway Rules.

Odoo inventory management

Odoo inventory management

Path: Inventory → Configuration → Settings.

Odoo inventory management

Path: Inventory → Configuration → Product Categories.

Odoo inventory management

This will open a list of product categories. Click on create for creating a new category.
Odoo inventory management
Category Name: is the name of the category which you can give as per your requirement.

Parent Category: is the parent category of this category.

Routes: Here we shall mention the removal strategy that is used while there is no source location is given for the category.

Here we have 3 types of removal strategy in odoo inventory management.

FIFO: First In First Out.

FEFO: First Expiry First Out.

LIFO: Last In First Out.

Costing method: here we have 3 types of costing method,

Standard price: products are valued at its standard cost given on the product

First In First Out: products are valued based on First entered in and first leave.

Average Cost: valuation based on weighted average cost.

 Receive Product in stock:

After creating a product you can receive the products by following steps.

Path:  Inventory → Operation → Transfer → Create.

This will open the form view of transfer.

Operation Type: Select type Receipts for receiving products.

Received From: Select vendor from which you are receiving the product.

Destination Location: Select the destination location of your product.

Scheduled Date:  Add the date scheduled for receiving the product.

In the operation you need to add the details product name, quantity in ‘Demand’ for receiving the products.

Once all details are completed click on the ‘Mark As Todo’ button.

Click on the Validate button to complete the Incoming transfer.

odoo inventory
Scrap Order:

At any stage of the production line, we can scrap the product. In all the production stages we can find the tab of scrap. When we click on the scrap we can immediately transfer it to scrap.

We can also create scrap manually from,

Path: Inventory → Operations → Scrap Orders → Create
Odoo inventory management
Product: Select product which is scrapped.

Quantity: Add quantity.

Source Location:  Add location from where the product was scrapped.

Scrap Location: Select the scrapped location.

Once all the details are filled you can click on the “Validate” button.

Reporting: Now we will see reporting available for Inventory Management.

Path: Inventory → Reporting → Inventory Report
odoo inventory
If you want to print the report till some specific date then click on the button ‘Inventory At Date’. This will open a pop-up. Select the date and click on confirm button. This will show you the report.

 

Odoo inventory management
Inventory  Valuation: Odoo inventory Valuation Report shows the value of the available for the product. The value is being calculated based on the Cost Price which is configured on the product

odoo inventory

Here, First is the Product then the quantity available along with UoM and finally the Value is the total value of the product available. As mentioned before Value is the multiplication of the quantity of the product and the cost price configured on the product.

Now when you click on this menu you will be redirected on the list of product moves as shown in the next image. On this move you can use the filters and group by to view the product movements as per your requirements.

 

Odoo inventory management

If you want to know more about odoo inventory or any  other odoo apps reach out to us here.