How To Make Your Business Smarter With Odoo

ERP systems, since its discovery, have greatly reduced the need for manually managing and interpreting data. The system streamlines business processes and various functionalities making it easier and efficient to collect data

With the outbreak of new technologies and possibilities in the ERP world, Odoo’s combined and real-time project management helps you get your work done in a more systematic way. It keeps the track of every minute detail from customer contacts to office billings.

Let us discuss some important things Odoo can do to make your business smarted and efficient:

Warehouse Management

The traditional accounting system saw the need for an efficient system that keeps track of the Inventory and supply chain when a single warehouse/store was occupying products of 2 or more different suppliers. How would you distinguish between which store brought in which product and when?

Odoo provides a way of optimizing the warehouse management with accounting principle. The tool provides a double entry system which keeps records of every transaction in 2 different accounts. For eg. When you enter an order in the system, you will have a separate entry for incoming stock, and a separate entry for outgoing stock. This system has been widely accepted and praised for its efficiency and accuracy.

Human Resource Management

Whether you have a single department in your business or multiple departments, Odoo can help you oversee information of your employees at a single glance. The system consists of the all-in-one module which takes care of recruitment, attendance, leaves, appraisals and much more.  Alerts can be set for new leave requests, applications and appraisals.

The human resource module can be customized according to your business requirement. You can easily track and monitor employee attendance, easily evaluate administrative duties streamline expense management and a lot more. You can also improve communication with your employees through social media through one single interface.

Accounting management

Any business small or big knows the importance of revenue and cash flow.  Odoo has made sure that you reap the benefits of the integrated business solution, with different module interlinked under one single roof. But when it comes to accounting, Odoo has everything from automobile manufacturers to snack food companies.

Odoo accounting software is beautifully designed keeping the hassles of 21st-century accounts in mind. It can connect directly to your accounting system and synchronizes with it every hour to give you very clear and precise data you need. You can find everything from legal statements to executive summaries, which is quick and dynamic.

Reports and Dashboards

Like any other successful ERP system, Odoo makes sure you have a complete business solution. It offers you statistical reports and documents to represent your business data in real time. The data is calculated and represented in the form of graphs and charts which are dynamic and changes with your everyday business process.

Odoo also provides the possibility to develop your own analysis to meet your demands. The dashboards are an important aspect to visualize data in a better way. You can also export the report to a pdf to view it offline on your personal devices.

What are the other benefits of using the platform?

A comprehensive tool

Odoo is known to be a comprehensive platform that effectively manages diverse business applications through a single interface. It is available in 3 variants viz. an enterprise one, a community version and an online model which are all open source. Compared to all the other open source ERP systems, Odoo is right now the fastest growing ERP’s.

Odoo handles a wide range of business needs ranging from E-commerce, project management, CRM, billing, accounting, inventory management and much more. The platform is very user-friendly and always includes innovative applications and updates to improve its performance in the long run.

High on modules

Odoo is highly modular where you can find various modules needed for the much-needed support for your business processes. It has advanced and up-to-minute technology track and releases new modules for every new technological advancement in the market. These modules are upgraded whenever necessary and adapt to the changing paradigms.

Odoo has a wide variety of other features which are perfect fit modules for different modules. Every module is capable of streamlining an entire process of a business. Therefore, ERP customization with high-end Odoo for each and every module can be modified to fit the business needs. Odoo also transforms and completely secures and safeguards your business from falling apart.

User-friendly:

Small-scale industries sometimes do not possess the required skills or manpower for training and development. When any company implements an ERP system, it is expected that the employees and management are well trained in using it.

Odoo offers a user-friendly and smooth experience to its users, without having much need for training, to ensure a seamless performance.

Flexibility and full integration cover almost all expect of the small-scale industries making it understandable and user-friendly. Odoo is very flexible and offers several innovative applications.

Easy upgrades

One of the biggest areas of any ERP system is its upgrades. The industry keeps changing trends and organizations find more and more ways to expand its horizons. Companies on an average upgrade their ERP system 2 times in its lifespan. Odoo upgrades do not affect the existing customization and don’t require data migration.

Read also : Top 10 Insane Benefits of Odoo eCommerce Platform

With Odoo, you can control of when and what to upgrade. You need not depend on any other system available to guide you through the process. That’s how you utilize technology as a strategic advantage for your company. If you are still running on the outdated technology, then it is a good time to shift your gears.

Invoice & Sales Order Templates:

Invoices and sales order helps your organization to view and keep a track of what you’re getting for your money. If you sell any kind of products or services, it is required that you provide the invoice by law. Odoo provides you with visually appealing and professionally designed invoice templates for sales orders/quotations.

The Odoo invoices are simple, clean and beautiful with full features like taxes, terms, multiple taxes, discounts and price list. It also supports multiple currencies and payments for a single invoice. You can select the fonts & colors to personalize it according to your brand.

Lead Management

The first thing any small-scale organization must do to survive in the market is generating value leads. Odoo offers 8+ plugins and apps for efficient management of leads and customers. Comparing other CRM’s like Zoho, Sugar CRM etc. Odoo has an advantage over all. It offers stunning features like lead tracking quote and invoice generation, social networking integration, signature etc.

Creating leads and retaining existing customers in Odoo is simple and easy. The converted leads are considered as an important entity to track the sales pipeline of your organization. Odoo can prioritize activities and keep a track of your sales activities and leads. You get all the necessary information in a single dashboard making it easier for analysis and benchmarks.

Conclusion

Every organization need is different and Odoo can be customized for their size, type, and leads. When you look for customization in your system, first make sure you are clear on why you need the system. Also, look out for industry-specific tools you require for carrying out your business.

We have listed just a few main important Odoo features, but Odoo is a vast subject and has over 30 applications, solutions, and factors that you need to understand before making the final go.

Read also : All About Odoo Accounting Software

Take your time and try out Odoo’s free trials to make sure it fits your business well.

Top 10 Insane Benefits of Odoo eCommerce Platform

We are living in a dynamic environment, where everything keeps on changing with time. Online businesses are also updating themselves continuously in order to stay relevant and compete with newer business models in the market.

Today, the E-commerce business owners want to build not just a website, but a large online shop. They want efficient modules that can be integrated with customer management and ERP systems.

This is where Odoo comes into the picture. Many businesses are using Odoo to improve their E-commerce websites.

In this section, we will discuss the benefits of Odoo for E-commerce business. Before discussing the benefits, let’s just have a quick overview of Odoo.

Benefits of Odoo E-commerce Platform

Odoo is beneficial to E-commerce business in many ways. Some of the benefits of Odoo for E-commerce include:

1. Craft Spectacular Product Pages:-

Pages with a long description are outdated now. You should have a superior quality product page for your E-commerce website as your branding is based on your products. Odoo provides you with a simple drag and drop option. By using Odoo you can create gorgeous product pages.

You can customize colors, layouts, themes, and looks of your E-commerce store. You can make changes in your E-commerce store page on regular basis to make it more attractive. Odoo also allows you to make last minute changes to fulfill client’s demand.

2. Payment Gateway:-

With the help of Odoo, you can choose the compatible payment option for your E-commerce store. It will provide you the flexibility of payment method. It will also facilitate you with customizing payment through various payment modules like a credit card, debit card, PayPal, Visa etc.

You should consider the convenience of a customer while deciding the payment gateways for your E-commerce store. Odoo provides you with an option to make the type of payment preferable to your customers.

3. Manage Products Constantly:-

Every E-commerce store want simple product management feature in their E-commerce store. They need to add new products and delete the outdated product in every now and then. Odoo allows E-commerce business owners to create banners, add images, create product pages and slides etc. It provides an effortless editing and designing feature to E-commerce stores. It merges and integrates the information throughout the system.

4. Customized Software:-

It is one of the top benefits of Odoo. It can be modified according to the individual needs of a business. It has the ability to create or develop features according to your specific request that goes beyond the Odoo’s app store. This feature of Odoo is extremely valuable for your online store. When you make the software fit according to your needs and requirements then you don’t need to change your business practices.

5. Low-Cost Implementation:-

As compared to other software, Odoo has a low cost of implementation. The reason behind this is the free licensing of Odoo. The community version of Odoo has no licensing fees. It does not required payment of any licensing fees. It allows you to invest in customization and implementation only. Some ERPs make delays in reporting and stretch it to weeks or months. On the other hand, Odoo makes up to date reports. Delay in reporting tempts to spend more money by the companies. This cost can be avoided through this eco-friendly feature of Odoo.

6. Huge Range of Module:-

Odoo have numerous modules that can be integrated and customized effortlessly on your E-commerce website. It will simplify your business process. It provides you with multiple modules where you can manage sales, customer, warehouse management, accounting, human resource management, purchase etc. It acts as a resource planning software. It also allows you to implement other modules such as point of sale of your E-commerce store.

7. Scalability:-

With the help of Odoo you can scale the magnification and abilities of your E-commerce store. The scalability feature of Odoo provides you long lasting business. Not only present but you can see the future of your business also. If you are scaling up your employees, you can add more users to your account. If you want to add more functions to your business you can add new modules. This is how scaling takes place.

8. Make Your Business Profitable:-

The combination of Odoo with E-commerce make your business more profitable as it analyzes correct sales and inventory level. With the help of Odoo, you can smoothly maintain sales and inventory via reporting and automatic stock adjustments

It keeps the customer data in an organized manner with order tracking and claims. It allows the customers to download invoice and delivery orders and to view their pending shipments. It also allows the store owners to put add-on connectors in order to manage shipping services.

9. Multiple Options to Choose From:-

Other ERP software allows you only either premise hosting or cloud hosting. Odoo, on the other hand, gives you both the options and you can choose the best option for your E-commerce store. It also allows you to choose from various versions of Odoo such as community version, enterprise version, on-line version, Odoo version 8, Odoo version 11 etc.

The community version of Odoo is useful for small scale businesses. The enterprise version of Odoo has all features and it is affordable also and uses by all businesses i.e. small, middle and large scale businesses.

10. Faster Return on Investment:-

Odoo provides you faster ROI on your E-commerce business. You can use SaaS-based or cloud-based Odoo services to lessen your cost. Businesses use different Odoo models to automate their business process in order to generate better revenues.

You can use Odoo even when you are traveling because of its cloud-based solution. You can access the E-commerce store from anywhere at any time. All you have to do is log in with your id and password and manage your E-commerce website.

Odoo is beneficial for you as it facilitates the effective management of your online store. It will provide you 24×7 accesses to your E-commerce store so that you can manage it in a better way and generate great revenue for your business.

It has distinct features and versions that are profitable for your business. So if you want to have an edge over your competitors in the ecommerce business realm, then Odoo can be your best friend in this endeavor.

All About Odoo Accounting Software

You know, it’s quite easy to lose track your productive time, being engaged in the usual unproductive affairs of your business such as paperwork, spreadsheets and getting all the different pieces of software to actually work together.

But this may leave little time for endeavors that are essential for the growth of your business such as product development, marketing strategies, customer service etc. Now this is where Odoo can be your life boat.

Odoo’s suite of more than 25 open source business apps is comprehensive, fully integrated and most importantly, easy to use. It easily creates a fully integrated professional website for your business and manages your relationships with customers. Also, it facilitates effective online marketing as well as secures online payments for ecommerce.

What is Odoo Accounting Software?

Odoo’s accounting software specially is a class apart. It is capable of catering to businesses of any size. It is elegant, user-friendly and loaded with features. Let’s have a look what Odoo exactly does.

Odoo accounting software allows companies to provide advanced solutions to their customers and helps them to gain productivity. Behind the scenes, Odoo apps help you with tasks like managing your warehouse invoicing and accounting. Moreover, it has apps for all your business needs and they all work together seamlessly.

Expanding Business Through Odoo

Let’s take an example of John, who has a successful hat store. John would like to attract more customers, so he decides to start selling his hats online. With Odoo CMS and ecommerce, John’s online shop is up and running in a few days.

Thanks to Odoo, John can easily chat with website visitors, handle payments and manages deliveries. As orders pour in, John recruits more people and extends his product line. John decides to manage his customer relations, his stock, employees and even accounting through Odoo. Now, John can focus on growing his business rather than connecting various systems together.

Similarly, in little to no time, you too will be able to run Odoo effortlessly. Seize the chance to simplify. Join more than two million users from companies of all sizes, growing their business with Odoo. The largest organization using Odoo has 300,000 users and the smallest just one.

Features of Odoo Accounting Software

Replace manual accounting with computerized accounting:

It is a modern user interface based on Google material design trend and it works fast. It saves time as there is no need for creating invoices manually or printing and registering bank statement.

This is automation software. Also, you can receive an instant access to all accounting features on tablets or phones no matter where you are. It facilitates you to reconcile a payment with various invoices using a button on the payment form.

Moreover, you can get your bank statements automatically synced with your bank. You can also manage your entire business in one place.

Accounts Receivable:

When you build an invoice, it suggests outstanding payments automatically so that you don’t have to reconcile it later. Odoo supports multiple advanced payments for cash discounts, partial reconciliation, and advance invoice.

The invoices are beautiful, full-featured and extremely easy to create. It also creates draft invoices automatically that are connected with delivery orders, sales order, and timesheets.

Get Paid Easily:

In order to make your credit collection easy, Odoo proposes tasks, follow-up letters and emails spontaneously. Supporting your online payment with credit card facilitates you to get paid quickly.

It provides customers with the facility of tracking their invoices, order status and payments through their portal.  For understanding the use case of each customer, you can receive clear reports and navigate easily.

Accounts Payables:

It gives a clear forecast of your future expenses. It also controls supplier’s bills by simply registering on the forum to post questions and answers. A record is maintained that contains all the information of employee to the validation and reimbursements. This record is helpful to track the expenses of the employee.

Pay bill:

Within a few clicks, you can receive a proposition of supplier bills to pay and print checks. You can keep track of deposit tickets to make you bank reconciliation easy. Odoo supports your own payments flows with optional validation steps. It also automates wire transfers to pay at the right date.

Also Read : Benefits of Installing ERP System in Textile Business

Advantages of Odoo Accounting Software

  • It reduces data error & redundancy

  • Truly comprehensive

  • Reconciles key data 24/ 7

  • Enables quick decision making

  • Cost friendly open source system

  • Easily adjustable as per your business operation

Oddo Accounting Tutorial

  • Journal Define Chart of Accounts, Fiscal year, Key to Proceed

  • Fiscal year Define Accounting >> Periods >> Fiscal Year >> Create >> Fill up Basic information >> Click “Create Monthly Periods” Fiscal year is the length of time for an accounting

  • Create Chart of Accounts Accounting >> Accounts >> Accounts >> Create only check “Allow Reconciliation” option for Payable and Receivable accounts. Like Notes Payable, Accounts Receivable.

  • >>> Construct Chart of Accounts according to the list Internal Type (IT): IT is how the system identifies the certain Account Type (AT): AT is how the user desires to describe a particular account in the financial statement. AT can be created in the system but cannot configure IT anymore. Your Company Name is the name of your company defines during company creation. The code consists with parent account code.

  • Create Journals Accounting >> Journals >> Journals >> Create

  • >>> Create the initial journal account by the following table:

  • Fiscal year define Things to Mind >> Create Chart of Accounts >> In Odoo there are some mapping journals with same debit and credit account. These are called mapping journal. For example sales journal, purchase journal, cash journal.

  • These tasks should be done coherently because each one is dependent on the preceded one.

  • Define Journals as they are a basic requirement for the ERP Without configuring these, we cannot proceed to any other module in Odoo.

How To Download Odoo

Considering Odoo as open source software, you can download the full program from the Odoo website and install it locally on your own computer. Thus, it is the best way of discovering Odoo software.

  • Operate to https://www.Odoo.comand click Download

  • Enter your name, email address and select Windows

  • Click Download Now to download the Odoo installation file

  • The direct download link we’ve used is  http://nightly.Odoo.com/8.0/nightly/exe/Odoo_8.0-latest.exe

Read also : Odoo Guide: Installation, Create Models, Databases, Security and Web Pages

Even though basic software of Odoo is free to download, you need the expertise of a web development team to mould it into a perfect solution for your business.

Odoo Guide: Installation, Create Models, Databases, Security and Web Pages

Odoo is one of the Fastest growing ERP solutions out there in the market. But what makes Odoo Special

The Answer is Simple

Odoo offers software solutions for more than a dozen of business related necessities such as purchase, sale, accounting, warehouse, manufacturing, project management etc.

Forte of Odoo platform is that all these modules can integrate with each other and work synchronously.

So, in this tutorial, we’ll demonstrate to you generally accepted methods to install Odoo by yourself on Windows computer and how to add models, databases, security, and webpages. We likewise demonstrate to accomplish a similar outcome through Odoo Enterprise – the online platform that Odoo provides to its clients.

How to Install Odoo?

Remove old OpenERP instance

In case that there are any former OpenERP installations on your PC, we should first delete them so as to forestall conceivable software clashes.

1. In Windows 7 tap Start > Control Panel

2. Click Programs

3. Then click the Uninstall a program

4. Search Programs and Features – OpenERP

5. Select OpenERP [… ] and press Uninstall

Delete old PostgreSQL database server

OpenERP utilizes a PostgreSQL database to store all data. Thus, we should first expel the old PostgreSQL database server from your PC.

1 . Search Programs and Features – PostgreSQL

2.  Choose PostgreSQL [… ] and tap Uninstall/Change

3. Toward the end of the PostgreSQL database server uninstallation procedure, a popup notification will show up telling that –

  • the PostgreSQL data folder for OpenERP
  • the (Windows) service user account openpgsvc have not been automatically deleted.

Since we’re cleaning our framework, utilize Windows Explorer to search to the folder C:Program Files (x86) and remove the whole subfolder OpenERP […].

We’ll additionally delete the (Windows) service user account openpgsvc that has been made amid the past OpenERP installation. In case that we avoid this step, we’ll get glitches when the new PostgreSQL database server will be introduced by the Odoo installation file. All the more particularly, the system will complain as the openpgsvc service account as of now exists.

1.Tap the Windows Start option

2.Type cmd and to open a Windows command line, press [Ctrl] + [Shift] + [Enter] with administrator rights

3.In the event that Windows would display a security warning, press Yes to confirm

4.Then type net user/delete openpgsvc

5.Tap the Enter key

A message will show up telling the effective elimination of the service user account.

Install the latest Odoo software version

As we said that Odoo is open source software so, you can download the full software from the Odoo site and can locally install it on your PC. This is a decent method to find Odoo.

  • Explore to https://www.odoo.com and click the Download option
  • Then you have to enter your name, email address, and select Windows
  • Tap Download Now to download the Odoo installation file
  • Right-click the document Odoo downloaded file and choose Run as administrator to install Odoo in your PC. In case that Windows would display a security warning, click Yes to validate.
  • In the next page click OK to begin the installation.
  • Close all the other programs and tap Next to proceed.
  • Click the I Agree option to accept the agreement terms.
  • Then click Next to install the Odoo Server and the PostgreSQL Database Server both.
  • The subsequent screen comprises the default login certifications that Odoo will use to get to the PostgreSQL Database Server. Tap Next.
  • Now click install to begin the Odoo installation.
  • Odoo is presently being installed on your PC.
  • Note that the installation of Odoo software takes significant time. Try not to interfere with the installation process despite the fact that you think it has hanged down.
  • A different popup will show up amid the installation of the PostgreSQL Database Server, as this product is incorporated into the Odoo installation document.
  • Tap Next to complete the process of Odoo installation.
  • Now the Odoo and the PostgreSQL Database Server both are presently launched on your PC. Click on the Finish button to close the installation window. Odoo will then automatically begin.

Your default browser will then be initiated with the database control board of Odoo.

Using Odoo Online Via Odoo Enterprise

Rather than Odoo installation on your PC, you can likewise directly utilize Odoo online through the ‘Odoo Enterprise’ online platform. This is exceptionally fascinating for SMEs as the security, updates, execution, and management of the server will be completely overseen by Odoo. Also, you can utilize Odoo through a secured https link.

For most SMEs Odoo Enterprise will turn out to be the most efficient answer for their everyday business organization. You can browse diverse App Bundles that best matches your regular needs. An App Bundle comprises only of accredited Odoo modules, that target a particular business requirement i.e. CRM and Sales.

  • Explore to https://www.odoo.com/page/start and write a name for your Odoo Enterprise instance.
  • Tap on Try Now! to proceed with the registration of your free account of Odoo Enterprise.
  • Finish the registration form to enable your Odoo Enterprise account.
  • Enter your name, email address, and password.
  • Click on Start Using button to make your Odoo Enterprise account.

Before really making the online Odoo Enterprise database, you first need to indicate an Odoo application that’ll be placed into your database. For this guide, we pick the CRM app, any way you can choose any application you need.

So, click on Install CRM.

Subsequent to making the online Odoo Enterprise database, you will be signed in with the user account you just made. This will consequently be installed as an administrator account. Notice that the CRM application is as of now established amid the installation of the database.

Because Odoo is open source software, developers can expand the source code and create custom modules. They would then be able to choose to make their work accessible to the Odoo community. These community modules can’t be utilized inside the Odoo Enterprise platform. Contact Odoo or one of its official allies, in the event that you would like to utilize any community module.

Subscription To Odoo Enterprise

Fortunately, you can at present utilize Odoo Enterprise for free (up to 2 users) after your time for testing. You just require a (free) Odoo Enterprise membership to benefit from this offer.

  • Explore to https://accounts.odoo.com/web to locate your current Odoo Enterprise instance.
  • Tap the drop-down option and choose Subscribe OpenERP Enterprise.
  • You’ll see a review of the new Odoo Enterprise membership that we’re going to make.
  • Finish the registration form and click on Update my details option to proceed onward to the next page.
  • Now click Confirm to activate the new Odoo Enterprise subscription.
  • At last, click Continue button to close the Odoo Enterprise subscription page.

Create a New Database

Odoo handles a (PostgreSQL) database for collecting all the data. After the local installation of Odoo on your computer this database should be created first.

  • Fill all the fields in Create a New Database form page. And click Create database button.
  • The database is promptly being built.
  • After a few minutes, the new database will be placed in Odoo and you will automatically be signed in with the default user admin.

Quick Start an Odoo instance

In Odoo, we can make a directory and instantly begin a server instance for it. We can begin by making the directory named todo-app for our instance as explained here –

$ mkdir ~/odoo-dev/todo-app
$ cd ~/odoo-dev/todo-app

Presently we can also make thetodo_minimal module within it and instate the Odoo instance –

$ ~/odoo-dev/odoo/odoo.py scaffold todo_minimal

$ ~/odoo-dev/odoo/odoo.py start -itodo_minimal

The scaffold command will make a module directory utilizing a predefined layout.

The start command will make a database with the present directory name and adds it to the addon path automatically. Thus, the modules will be accessible to be installed. Moreover, we utilized the -ialternative to likewise install our todo_minimal module.

It will pause for a minute to instate the database, and ultimately, we will notice an INFO log message Modules loaded. At that point, the server will be prepared to tune in to client requests.

By default, the database is instated with demonstration information, which is helpful for development databases. Open http://:8069 in your browser to be displayed with the login screen. Admin is the default administrator account with the password as admin. Press CTRL + C, at whatever point you need to stop the Odoo server instance and come back to the command line.

In case that you are hosting Odoo software on a virtual machine, you may need to do some network arrangement to have the capacity to utilize it as a server. The least complex arrangement is to switch the VM network type from NAT to Bridged. Ideally, this can enable you to locate the suitable arrangement in your virtualization programming documentation.

The Organization of a Module

Before making our first model in Odoo, we have to discern about the model. A model is a Python class that serves to a business element (fields) that are put away in PostgreSQL database. In Odoo all business elements are actualized as model or class. ModelOfields (class property) are described as fields or attributes or columns in a database.

Models depict business objects, for example, a sales order, an opportunity, or an accomplice (client, provider, etc.). A model has data fields and can likewise characterize particular business logic.

An Odoo module can include various components –

Business Objects

Announced as Python classes, these sources are consequently persevered by Odoo in view of their setup.

Data Files

CSV or XML documents proclaiming metadata (reports or views), demonstration data, configuration data (modules parameterization), and so on.

Web Controllers

Control requests for from internet browsers.

Static Web Data

Images, JavaScript or CSS files utilized by the website or web interface.

Making The Application Model

Now we will learn to make a new model called ‘demo.access.rights’, with only one simple field. Make a new Python file within the ‘models’ directory and build a new model with a field –

Our to-do tasks will have a name title text, an active flag, and a done flag. The active field will have a unique significance for Odoo; by default, records with a False value in it which will not be visible to the user. We will utilize it to remove the tasks beyond anyone’s ability to see without really erasing them.

Updating a Module

For our progressions to produce results, the module must be updated.

The least complex and quickest approach to make all the variations to a module successful is to go to the terminal window where you will have Odoo running. Stop it by pressing CTRL + C, and afterward restart it asking for the module upgrade.

To begin updating the server, the todo_minimal module in the todo-app database, utilize the accompanying command –

$ cd ~/odoo-dev/todo-app # we should be in the right directory

$ ./odoo.py start -u todo_minimal

The – u alternative plays out an upgrade process on the above-given list of modules. For this situation, we update only the todo_minimal module.

Building up a module is an iterative procedure. You should perform your changes in progressive steps and much of the time install them with a module upgrade. Doing as such will make it less demanding to identify errors sooner. As well as to narrow down the guilty party when the error message isn’t sufficiently clear. What’s more, this can be extremely common when beginning with Odoo development.

Adding menu options

Since we have a model to save our data, how about we make it accessible on the UI. All we require is to add a menu option to open the to-do task model in order to use it. This is accomplished utilizing an XML data document.

We will reuse the templates.xml data document and edit it.

We will have two records here – a window action and a menu option The Communication top menu to the UI was included by the mail module dependency. We can distinguish the identifier of the particular menu option where we need to append our own menu option by probing that module, it is mail_feeds.

Likewise, our menu option executes the todo_task_action action we made. The window action opens a tree view for the todo.task model.

In case we update the module currently and attempt the menu option just included, it will open an automatically created view for our model, permitting to add and alter records.

Views ought to be described for models to be presented to the users. Yet Odoo is sufficiently fair to do that automatically when we don’t, so we can operate with our model immediately, without having any list or form views described still.

Creating Odoo Views

All data of the Odoo programs are saved as objects. Views are described to open these objects to the user. Odoo utilizes dynamic UI, which implies it isn’t statically managed by a few codes, it is powerfully operated from XML descriptions. Also, these screen descriptions are termed views.

In Odoo, views characterize the path by which the models/objects showed to user end. Views are of a few kinds; each view speaks to a method of representation. They make the modules easier to understand and can change as indicated by the need. A few kinds of views in Odoo are – tree, search, form, graph, pivot, calendar, Kanab and much more. Every sort of view is unique, ‘tree’ view offers the list view of objects, Form view shows a solitary object, Search view filters the items.

Here we are going to talk about:

1. Calendar View

In this view type, the records are represented in a calendar type. Hence, it can be seen as days, week, or month. In application part, this view is more executed to plan a day, set appointments, to-do etc. Calendar view gives schedule view for the information.

string – The title string for the view.

date_start – A DateTime field to determine the beginning date for the logbook object this property is required.

date_stop – A DateTime field to determine the end date. Ignored if date_delay attribute is determined.

date_delay – A numeric field for a record to determine the time in hours. This attribute will get inclination over date_stop to be ignored.

day_length – An integer number to indicate the length of working day. By default, it is 8 hours.

color – A field, for the most part, many2many, to colorize calendar objects.

mode – A string value to set default zoom or view mode. This can be one of following for calendar view, (by default, it is a month):

  • Day
  • Week
  • Month

2. Graph View

As the name depicts it gives a graphical perspective of the information, as Bar chart, Line graph, and Pie chart. Graph view is a conglomeration of each and every record in a model, which is usually pictured in pie, bar, and line.

The pie chart is the default type of the graph. To transform it into a bar graph, we have to define the type. You additionally may adjust the orientation. The principal field is the X-axis and the second one is the Y-axis. The discretionary third one is the Z-axis for 3D graphs.

interval – This is significant for date fields and is the time interim used to aggregate time information by ‘month’, ‘day’, ‘week’, ‘quarter’, or ‘year’

name – Name is constantly required. It is the name of the fields utilized for the graph. It is more probably employed for grouping instead of aggregating.

3. Pivot View

The Pivot view represents the data as tables, a powerful analysis grid. Pivot view over and over creates table progressively, while changing the row or column or field. The user can choose the row and column field to signify to the table. Every time when a user modifies the fields, it calls corresponding SQL inquiries and produces tables as needs are. So, Pivot tables are called as dynamic analysis matrix.

row (by default) – Groups the row by the particularized field. Each group gets its own row in pivot view.

Col – Creates groups in columns.

By clicking ‘+’ we can include user particular field in the column, also on the row side. At that point, pivot view will create the table as per that field. The accompanying table with rows as task and column as Assignation date > Day. Every time user can make his own personalized tables.

Window Action:

We have to characterize this view in real life keeping in mind the end goal to see them. In Odoo action renders each and every view, for example, tree, form, pivot, calendar, graph, and so on.

view_mode – A comma-separated rundown of view types (Kanban, from, and tree) as a string. These types will be available in the provided views list. By tapping on the buttons, we can without any difficulty get different view types of the same objects.

Making the security groups

Okay, now that we have understood making a model, the following activity is to make the security groups with the particular rights that you might want to provide for this group.

Odoo is exceptionally adaptable regarding the matter of security. We can manage what users can do and what they can’t on various levels. Likewise, we can control voluntarily every one of the four essential tasks – create, read, write, unlink. i.e. allow only create, allow only read, grant consent to only create or delete.

On fields or menu level we can –

  • Hide fields or menus for a few users and display them for others.
  • Control fields to read only for a few users and allow them to be editable for others.
  • Demonstrate distinctive variations to single out the Selection fields for various users.

On the fields level of security res.groups and res.users models are utilized. These models identify with each other as many2many. This implies a user can be a part of various groups and a single group can be attributed to numerous users.

Firstly, open up the ir.model.access.csv file (under security/) and take a look at the highest part of the file.

When you watch at this file you’ll observe that there are a couple of columns. Let’s know about them a bit into detail:

Id – An interesting identifier for the record (they ought to dependably be special!)

Name – This is the depiction that is appeared in the front-end and is the title of the security group.

model_id:id – The name of the model where a person has to make a security lead for. Supplant the ‘.’ by a ‘_’. In case that you have a model named ‘this.model’ it ought to turn into ‘this_model’ and it ought to constantly be prefixed with model_. So, this would move toward becoming ‘model_this_model’.

group_id:id – A bizarre name of the group.

perm_read – When this is set to 1 it implies that every user that are in the group have an access to read on this model. In case that it is set to 0 it implies that the users don’t have rights to read.

perm_write – When this is set to 1 it implies that every user that is in the group have an access to write on this model. In case that it is set to 0 it implies that the users don’t have the rights to write.

perm_create – When this is set to 1 it implies that every user that is in the group have an access to create on this model. In case that it is set to 0 it implies that the users don’t have rights to create.

perm_unlink – When this is set to 1 it implies that all users that are in the group have an access to erase on this model. In case that it is set to 0 it implies that the users don’t have the rights to erase.

Let’s commence writing the security groups. For example, we will create two groups, one with total rights for writing, reading, creating and deleting (admin behavior) and another group that can just read the records. Let us see the result of it.

id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink

demo_admin,Modeladminaccess,model_demo_access_rights,user_access_right

demo_user,Modeluseraccess,model_demo_access_rights

We have built two lines, that suggests two groups, which are both for the model ‘demo.access.rights’, where the primary group holds all rights on the model and the second group can just read data (view the 1,1,1,1 and the 1,0,0,0).

Have you noticed anything else too? There is a group_id in the field termed ‘user_access_rights_demo.group_manager’ on the first line. Also, named ‘user_access_rights_demo.group_user’ on the second line. What do those two suggest?

The first section (‘user_access_rights_demo’) is the title of the module where you are building groups for. The second section, ‘group_manager’ will connect to an XML record in which we will define the rest of the details. Add those lines to the CSV file. Then save it and close it.

However, if you want all users to view only their own to-do tasks. For this, we require a record rule arranging a filter on the records the base group can view. Within the security/ directory, include a todo_access_rules.xml file to set the record rule –

ToDo Tasks only for owner

[(‘create_uid’,’=’,user.id)]

This is all we require to do to configure the module security.

Building the groups and selection in XML

Thus, as you’ve composed the groups in the CSV we have the principles yet in the CSV file, they link to ‘group_user’ and ‘group_manager’, that we haven’t made anywhere yet. So, let’s create them!

Make another XML document in the ‘security’ folder with the goal that we can write the XML side. We will give a name to that document – ‘group_file.xml’.

We now require three things:

  • A group named ‘group_manager’
  • A group named ‘group_user’
  • A record that will link both of these groups in a drop-down, so as to display it in the user in his form.

Let’s begin by writing a record which will demonstrate our both groups in a drop-down:

This will make an option in the user form that has the name ‘Demo module access’ and a depiction ‘User access level for this module’. The series can be utilized to indicate where it must come in the view. As you’re finished with this part it will demonstrate this choice: ‘Demo Module Access’.

Then comes the second part of this process. We presently need to make two group records ( ‘group_manager’ and ‘group_user’) with the goal that the CSV can discover and utilize these gatherings. The code should be as such-

The ‘name’ field will be the content that is displayed to the user in the front-end.

By inserting the ‘users’ field (that links to another group user) you can state that by default the users that have a place with the other group ought to be added to this particular group.

That’s it! You’ve just learned to build your own particular security groups and made them accessible on the client form with the goal that you can set up this for every user by his own.

Making building blocks in Odoo

Before you can begin making another building block you should make another module and set up the manifest.py effectively. Open up your manifest.py and include the site as a dependency:

# The website module has to be installed and is needed to add a building block

depends’: [‘website’],

Without this dependency, you can’t make and join new building blocks to the Odoo site.

Presently make another XML file named “snippets.xml” beneath the “views” folder.

In this file, we will include all the code to make the building block (snippet) and to make it appear in the editor.

Now we will begin the real task of making a building block that has a title (h3) stating “Our references” with four logos below the title.

We initially make another XML record. Subsequent to doing this we add all our code inside a section block and in this, we make a compartment div. Inside this area and container, you can actually code anything you like, this is the structure for any building block. By and large, when you make a building block you attempt to use however much bootstrap classes as could be expected.

You’re as of now well halfway finished to your own particular building block. In the event that you would install this module right now all the code would be there that is required for a building block, yet regardless we need to indicate it in the editor with the goal that we can utilize it.

Adding the Building Block to The Editor

Now it’s time to add a building block view to the editor so you can instantly discover it from the editor.

You can do this by acquiring the default “website.snippets” record and completing an XPath in the “snippet_structure” id, which includes the fundamental composition of the editor. Examine this code:

<!– This record will create a preview of the building block in the left menu from where you choose the blocks –>

Let’s understand this code further. In this xpath component, we include a div and we utilize the t-snippet component created by Odoo. By doing as such Odoo comprehends we need to add a snippet view to the editor.

At last, save the file and add it in the manifest.py document with the goal that it gets loaded:

# always loaded

‘data’: [

# Load the snippets (building block code) when installing

‘views/snippets.xml’,

]

When you currently install the module, you will see your new building block is accessible for use by the editor.

Congrats you’ve just made your own building block!

Rules for Workflow Transition:

Workflow transitions can be confined to a particular group. Users out of the group cannot trigger the change.

Go to: Settings – > Workflow – > Transitions

A Transition consists of:

Source Activity – It characterizes the starting condition of transition (e.g. draft)

Destination Activity – It characterizes the finishing condition of transition (e.g. waiting)

Signal(Button Name) – It characterizes activity name (e.g. submit_hr)

Condition – It is utilized to check if workflow instance advances through the transition or not (e.g. True)

Group Required – It characterizes a group to provide access to (e.g. HR/Employee)

We can also characterize the group from XML side for the transition.

For instance:

Object-Relational Mapping

A key part of Odoo is its ORM layer. This layer abstains from writing most SQL by hand and gives security services2 and extensibility.

Business objects are announced as Python classes expanding Model which incorporates them into the automated ingenuity framework.

Models can be set up by installing various attributes in their definition. The most vital attribute is _name which is needed and characterizes the model name in the Odoo framework. Here is a negligibly full meaning of a model:

from odoo import models

class MinimalModel(models.Model):

_name = ‘test.model’

Including business logic

We need to add business logic to clear the effectively finished tasks. We will likely include the More button option, displayed at the highest point on the list when we select lines. We will utilize an exceptionally simple wizard for this, opening an affirmation dialogue, where we can execute a strategy to inactivate the performed tasks.

Wizards employ an unusual sort of model for temporary information -Atransient model. We will promptly add it to the models.py file as shown below –

Transient models act simply like normal models, yet their information is temporary and will, in the long run, be cleansed from the database. For this situation, we needn’t bother with any fields, since no extra info will be asked to the user. It simply has a strategy that will be requested when the affirmation button is clicked. It records all tasks that are done and afterward orders their active flag to False.

Next, we have to include the corresponding UI. In the templates.xml file, add the accompanying code:

To-do Clear Wizard

todo.task.clear

All done tasks will be cleared, even if

unselected.

Continue?

The first record characterizes the form for the dialog window. It has an affirmation content and two buttons on the footer – clear and cancel. The clear option when clicked will call the do_clear_done() strategy described prior. The second record is an activity that includes the corresponding choice in the More button for the to-do tasks model.

Removing Odoo Support User from Odoo chat

The majority of us don’t need support user to appear in our list of individuals to chat with and particularly not when you’re selling Odoo to clients.

So, how would you delete this user?

First, open your addons folder and look for the addon im_odoo_support.

Go to the folder views and after that open the XML document im_odoo_support.xml. In this document, you can specifically observe that there is a function and it seems to Odoo Support. Thus, simply move ahead and comment this block out as such:

Go to im_odoo_support/static/src/xml/and open the file im_odoo_support.xml. You’ll view an li class here for Odoo Support as well. Comment it out this way:

Then restart your Odoo server and refresh your module. You can do this with the help of this command:

./odoo.py – u im_odoo_support

Now open Odoo in your browser and you’ll notice there is no more ‘Odoo Support’ user in the list.

Creating Webpages

Prior to creating a web page you have to make a controller. The controller will report to Odoo which URL connects to that website page. Open up your module and make a folder named ‘controllers’ in case that you don’t have one. Then make a __init__ file and add the given line of code in it:

# -*- coding: utf-8 -*-

from . import example

Since you have an import that is straightforwardly stacked by Odoo you ought to create another Python document. Name this new document ‘example.py’, this will be the controller.

Time to make our first controller!

So as to give a user a chance to navigate to a particular page, you will require a @http.route. The @http.route will report to Odoo that we have to link the url ‘/example’ to a particular site page. Within the @http.routewe can notice the four variables.

Next, to calling @http.route you should give the Python function a name, in this case, render_example_page(self). See that self has likewise moved along in functions in the front-end of Odoo, much the same as in the backend.

At last, you have to restore the function. Since the function has to know which XML record should be called we move it along like this:

return http.request.render(‘create_webpage_demo.example_page’, {})

http.request.render will request the view renderer from the Odoo system in the sections “()” you need to determine the module_name.page_name.

Close the Python document, head into the ‘views’ folder and make another XML file named ‘example_webpage.xml’. You have to add this XML file in the manifest.py first:

‘data’: [

‘views/example_webpage.xml’,

],

Then return to your example_webpage.xml file and make another XML record. You’ll view that making another site page is similarly as simple as making an Odoo view. Add the following code in your module:

You can add all your content here.<br/>

The record begins with a template-id, which is indistinguishable from making views in Odoo. Odoo will then realize that the controller requires to render the XML view that we’re presently coding. Did you observe the page=”True” key? As Odoo has to know whether it is a web page or not there is a key ‘page’ included in Odoo. By inserting this key to True Odoo recognizes it’ll turn into a web page.

Afterward, we have the accompanying line:

<t t-call=”website.layout”&gt;

Due to this Odoo knows that it has to take the default web page layout and must utilize it to this XML record. The div class oe_structure will append the feature to utilize building blocks inside Odoo. Thus, other people, who work on your Odoo not having technical knowledge, will be capable to use building blocks for styling the web pages.

Finally, save this page, update your module and open your Odoo. In the website go to /example. In the XML record that we just created add the given line of code:

<a t-attf-href=”/example/detail” class=”btnbtn-info”>Company detail page</a>

Through this Odoo system will be triggered the moment you click on that button. Odoo can evaluate this code and identifies that you need to open the page /example/detail.

Now build another function in the controller to control this.

Go to the Python file ‘example.py’ again, just as we did before with the first one. There will be only one addition to the code. We’ll further transfer data to the next web page. Create a second function that links to /example/result.

Passing Data to the Web Page

You can call data from the database in controllers as well. It simply acts somewhat different. Usually, in Odoo you would do this:

companies = self.env[‘res.company’].search([])

It’s not probable to make it like this in the controller, however. In the controller, we need to apply ‘http.request.env’ to retrieve data from a model. So, your code will view like this:

companies = http.request.env[‘res.company’].sudo().search([])

The last thing is to pass this data, which is in the variable companies, to the web page. Do it like this:

return http.request.render(‘create_webpage_demo.detail_page’, {

# pass company details to the webpage in a variable

‘companies’: companies})

So, it’s totally established on the controller side to open up the page/detail/example and to pass whole data to the web page. The ultimate code of your function will seem as such:

@http.route(‘/example/detail’,type=’http’,auth=’public’,website=True)

def navigate_to_detail_page(self):

# This will get all company details (in case of multicompany this are multiple records)

Due to this {‘companies’: companies} in the dictionary complete data from all companies will pass along to the web page.

Conclusion

In the whole process, we got familiar with the module development method, comprising adding a database, module upgrades and adding various models and blocks to make the regular changes efficient in the Odoo software.

10 Ways ERP System Can Affect Supply Chain Management

In order to survive and stay in the growing competitive market, companies are expanding their limits ahead of its organizational skills and technologies.  Out of this those, supply chain management (SCM) and Enterprise resource planning (ERP) are two that are often heard. ERP Systems have gained immense popularity within SCM organizations.

The blog will explain to you how SCM can improve performance using an ERP system. To stay competitive, retailers should have a sound understanding of where their shipments are, how to rebalance inventories and respond quickly to new customer demands. Many times, a company may have multiple SCM systems at discrete locations, and all this needs to be integrated using an ERP solution.

Let us understand how an ERP system can affect supply chain management functions.

  • Supply Chain Planning

Supply chain planning is a process of selecting proper marketing channels, promotion, and regulating the stock quantities and inventory required to ensure that production is able to keep up with the consumer demands.  ERP systems thus offer a trouble-free and ductile way to establish and change the limits within which the supply chain operates.

  • Global Visibility

ERP software has always been known for the role-based or permission-based access to view the SCM data. The ERP allows manufacturers to know how and where the inventory is located throughout the chain management. This will allow the management of drafting a well-planned production. This means they have data at their disposal regarding the inventory levels, purchasing and production performance etc.

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  • Evaluate Vendor Performance

ERP systems make it easier for an organization to measure quantitative and qualitative factors of respective vendors. This helps the management in making better decisions and performance improvements in the current market. It helps the purchasing department to select the supplier or vendor and facilitate continual monitoring. Data of this kind can help to better negotiate at the time of switching vendors.

  • Information Management and Integration

ERP is a natural extension and provides a comprehensive management system that integrates and manages your transactions and other important data in one single system. Many companies fail to cope up with the growing consumer demand due to discrete data which delays the supply chain functions. ERP system keeps all your data in one system with enterprise-wise visibility.

  • Enhanced Collaboration

ERP systems help organizations to control all suppliers and distributors. This helps the managers to understand who is doing what operations at all the given times. ERP also bridges the gap between all the supply chain partners. Hence, it is possible for all the members of the organization to share vital information about demand, forecasting, production status and transportation plans in real time.

  • Helps Decision Making

In the current business scenario, information is the key resource for any organization. If organizations do not have sufficient mechanism that gives them the power to make effective decisions then there are chances that their future will always be a mystery.  With the implementation of ERP, an organization will be able to function as a single entity that will improve the accuracy and integrity leading to a better decision-making process.

  • Improved Supply Chain Network

ERP systems provide complete visibility throughout the supply chain network which isn’t possible in the manual processes.  By implementing ERP, an organization can monitor all the statuses and activities of suppliers, plants, warehouse and stores, and all other members involved in the supply chain. This, in turn, helps in effective tracking and monitoring process management.

  • Decrease in Delays

Supply chains who did not implement an ERP already placed complaints about poor business relationships with the loss of business. Many factors have negative impacts on businesses and therefore results in negative impact with the customers who are the main force of attraction for a supply chain. With the implementation of ERP, all the activities can be co-ordinated and executed ensuring higher levels of on-time delivery across the chain.

  • Manage Risk and Prevent Fraud

An intelligent ERP system not only prevents fraud and theft but also helps ensure compliance with legal requirements and rules. A traditional ERP system facilitates user-based roles to access and modify data that prevents theft.

  • Automates Customer Service Process.

Enterprise resource planning comes to help too many organizations that look forward to streamlining their customer service experience. ERP’s streamline customer service experience that allows employees ensure that their customers are getting a consistent experience and the back office process is not interrupted.  Automation of all other resources helps organizations to respond to customers quickly and forecast new products.

python

Conclusion

By now you must be aware of the benefits of incorporating an ERP system to any sector of your supply chain management business. Obviously, a question will surface in your mind regarding which ERP to trust. Not to worry. Probytes has one of the best solutions out there in the market for you. Feel free to contact us to know more.

10 Benefits of Installing ERP System in Textile Business

Textile industry is not just confined to manufacturing, stocking it in the inventory and distribution. Channel management and sales generation, inventory management Quality management and control also plays cardinal role in the business.  What if we tell you that all these crucial process can be automated with the help of an ERP system?

The textile company usually faces problems in tracking down their inventory, material requirement planning, and material production schedules.  A customized and complete ERP solution provides a single interface for various modules like manufacturing, sales, purchase, stock, accounting, distribution and other assets.

Using ERP system in textile industry enables the business to:

  • Shop Floor control
  • Lot traceability
  • Quote and quality management
  • Keep Check on the accounts
  • Bill of Material (BOM)
  • Plan cash flow and monitor forecast positions.
  • Interpret business conditions
  • Provide efficient business information to assist financial decisions
  • monitor receipts of payments
  • Engineering change control

Let’s look at 10 benefits of the ERP system that textile companies have experienced post implementation of ERP.

1. MIS Reporting and Financial Data

Customized ERP’s help textile industries to manage their financial data. It provides real-time transaction information providing company’s revenue, expenses, outstanding debts and vendor charges. It also facilitates MIS reports like balance report, balance sheet as and when required.

neural networks python

2. Collaboration and communication

We do not want to see a business tangled with each department operating separately from each other. A proper channel for communication and medium for collaboration is necessary for a centralized and consistent data. An ERP system touches every aspect of the business, thus naturally encouraging a collaboration between the teams.

3. Better Security

Data security shouldn’t be a worry when you have an ERP in place to take care of your textile needs. The new system will certainly improve the reliability, consistency, accuracy and security of data, all through in-built resources and firewalls.

The ERP system has always restricted inappropriate data to avoid being stolen by hackers and thieves.

4. Scalability

A well-structured ERP solution enables you to add new users and functionality as and when your strategies change. It makes sure any additions to the system doesn’t affect your ongoing operations. When your business expands and is ready to grow, your ERP system should be able to facilitate that growth.

5. Reduction in cycle time

ERP systems allocate materials to specific customers and is important for making deliveries as planned. Sometimes it becomes difficult for making deliveries since there is no possibility for material. In such cases ERP system eases out the process by letting you handle such cases efficiently.

6. Reduced machinery downtime

Today, it is estimated that almost 8% of machine downtime is connected with non-availability of proper raw material. This happens due to inefficient planning and communication barriers in compiling the correct information. Thus, ERP systems, as discussed, could help you bring down your machinery downtime with effective supplier selection module.

7. Sales Improvement

Almost 80% customers place repeated orders. It was seen that there are 3 factors that affect orders, i.e. price, order and delivery.  An integrated ERP system will definitely help textile industries in overcoming these risk factors. Price is something that affects most of the customers, therefore proper research and competition analysis is important.

8. Dye House Management

Fabric price increases due to a lot of waste generated from the dyeing industry. An ERP system facilitates dye house management which provides chemical inventory, daily production report, batch management system, lab-management, etc.

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9. Customer Management

Customer management becomes quiet easy with processes automated for capturing and storing customer data, preferences and activities. Tracking and increased lifetime value of customer can keep your existing customers engaged and build your brand.

10. Database Integration

The most important benefit deploying an ERP system for your textile organization is that it can be easily integrated with your current database without any hassles. Customization is just limited to your needs. Once the system is installed, it will easily blend with your current traditional system.

Conclusion

ERP software systems are playing an efficient role in the textile and fashion industry. They present companies with a clear advantage over other competitive businesses. An ideal ERP solution will deliver higher ROI within the business. Moreover, the solutions will transform the basic requirements for retail businesses by seamlessly integrating with the merchandise.

Probytes has easily managed to mould ERP’s in accordance with their diverse clientele. To know more, click the link below

Click Me

Cloud-Based ERP System: Benefits and Security Issues

Enterprise Resource Planning or ERP is a set of activities that are used by the companies in order to manage their business easily and efficiently. Cloud-based computing or Software as a Service (SaaS) is a program that allows users to access those software applications that are running on a shared computing resource like a disk or memory via the internet. Cloud ERP refers to an approach that makes the use of cloud computing platforms and services for an easy business process transformation.

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However, the biggest skepticism about an ERP system is about its security aspects. But it has got ton of benefits which none other can offer. Can benefits out value data security?

Benefits of Cloud Computing ERP

Using a Cloud Computing ERP is beneficial in a number of ways for a business. While the most relevant one being the reduced cost, there are a number of other ways in which this system proves beneficial to the companies. Some of these are as mentioned below:

  • Requires lesser IT support as the same is provided by the data center.

  • No need to pay monthly fees to upgrade the licenses of application software.

  • Reduced cost of maintaining and supporting the applications as the same is managed by the cloud vendor.

  • Payment to be made only for the required computing resources.

  • No change in the monthly rate to be paid by the companies so as to avail the services.

  • Takes lesser time as no need to install any hardware or software in the user’s devices.

  • No need to alter the cloud’s storage due to any changes in the company’s storage needs.

  • Instills confidence in the user by making a disaster recovery plan available.

  • No risk of data loss.

Flaws in data security using cloud ERP

Cloud ERP offers a number of cost-saving benefits to its users such as pay as you go, easy access to powerful hardware and software, to name a few. But cloud ERP is not just about these benefits as using it may cost heavily to the companies in a number of other ways. Some of the common security concerns when using cloud ERP are as mentioned below:

1. Risk of data loss

Data loss occurs when a disk drive expires or stops functioning without the owner creating a backup of the files.This issue generally occurs when the person who owns the encrypted data loses the key to unlock it.An easy availability of the cloud services over the cloud increases the risk the security risks for the data.

2. Performance risk

When using a cloud ERP, the clients and communication service providers (CSPs) are completely separated and located in different geographical locations. They are instead connected to each other via a powerful internet connection. But there is always a risk of network failure and connection problems that may directly affect the performance of the cloud ERP.

3. Compliance issues

Sometimes, it gets really difficult for the cloud ERP users to comply with the data, energy and environmental standards. There is also a lack in the availability of enough regulations that may allow them to handle any such difficulty that occurs due to such compliances. All such troubles may, in turn, put the data available on cloud at risk of a security breach.

4. Limited functionality

The traditional cloud ERP systems require time to develop into a more stable and reliable ERP. Moreover, it is not always easy to incorporate latest developments and advancements into the system. This, in turn, increases the security threat of the data as it is at an increased risk of breach and loss with outdated security measures.

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5. Data sensitivity

Since there are many organizations that consider its data to be private, they generally don’t prefer to store it outside their premises. The lack of reliability on data security at a server located outside is another risk factor for cloud ERP.

Conclusion

While it may seem too many that the data stored on cloud ERP is always at a risk of loss, it is not always true. The ERP system on cloud has a number of positive aspects as well such as rapid implementation, scalability, improved mobility and various others.

It is important to ensure that one should not make a choice of the ERP system based on the details shared by the company. One must opt to take a step forward and research completely about the product so that there is no threat or risk to the data security and safety stored on any cloud ERP. For further queries Probytes, the Odoo ERP Web Development Company Can offer better insight regarding the issue.

ERP Systems Are Boon To Manufacturing Industry

The modern ERP systems have definitely improved productivity for complex industrial operations.  They truly stand true for generating positive revenues. The presence of business tools to has transformed the raw data into productive insights for boosting organizations performance indicators.

Over the years, ERP solutions have shown immense business intelligence in the manufacturing industry. They simplify production activities and speeds up the inventory & warehouse tracking enabling out of the box customer service. Initially, only large organizations could setup an ERP for their processes, whereas the smaller industries were still working with bulkier data difficult to manage.

But with the advancements in modern ERP’s, every organization can now customize their ERP’s based on their needs through various departments. Due to the increasing populations today, manufacturing industry is changing its strategy to meet the changing consumer demands. So what makes this ERP’s a success factor to the manufacturing industry? Let us discuss the benefits it offers.

Real-time data

ERP software automates business processes and provides accurate, up-to-date, and real-time information. They ease out the efficiency and productivity by helping users navigate through complex processes which prevent data redundancy.

In enterprise-wide ERP’s, various modules like human resource, accounts, finance, production etc. share data in real time avoiding confusions among the various departments. Thus, fully integrated ERP’s generate higher revenues and acts as a catalyst for profit earning organizations.

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Smart business reporting

To our surprise, various manufacturing industries are unable to manage their internal data. Also, organizations lack the system to track strong and effective information to make informed business decisions. It also becomes a challenge to keep up with the growing competition and their changing strategies.

The modern ERP solution brings an impeccable solution to rectify these changes and help predict future sales and maintain a check on the present trend. The future ERP for manufacturing will be inbuilt with a more progressive and spontaneous business intelligence reporting. This offers a detailed and decisive analytics that helps the organizations to take rigorous decisions.

Warehouse Automation

Warehouse automation is an upcoming technology to automate and track more productive results that brilliantly creates a remarkable position in the market. This, along with other progressions in ERP will help manufacturing firms to calculate a huge amount of data efficiently, boosting the productivity. The company can effectively manage its inventory and improve other related operations.

These new additions to ERP systems will help the business grow with better productivity. For the larger and the SMEs, the modern ERP solution will give greater assistance to deal with different problems.

Manage Accounting

The traditional accounting systems which comprised of excel sheets and balance scorecards are a real mess and tend to replicate data causing errors and delays. In comparison, the modern ERP’s are far more time to save and detailed for the accounts department.  The ERP system enables the managing and organizing accounts data in a simpler way and eases out the complexities.

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Such a trend has led many successful organizations to go to the ERP accounting management. The whole process has been very simple and streamlined.

Conclusion

While there are plenty of benefits of an Enterprise resource planning systems for the manufacturing industry, simply deploying the system is not going to help on its own. Partnering with an experienced ERP solution provider is all you will need to drive it right for your business.

Accurate planning for production, inline process scheduling, control over inventory and coordination of the distribution channel is essential to improve on-time deliveries, which is an important performance metric. In addition, with the real-time data, the decision makers can get a holistic view of the inventory levels at any given time.

Killer Features Of Odoo 11 – How Beneficial Are They?

The release of Odoo 11 this year has marked a number of updates and improvements from its previous versions. For those who are still unaware about Odoo, it is all-in-one management software (ERP) that offers a complete suite of management applications targeting vast businesses.

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Just like the earlier versions of Odoo, enterprises will see improved functionality in all the domains like accounting, management, human resource, and dashboards.  Unlike the previous versions, which were created for specific domain like Odoo 10 for manufacturing, Odoo 9 for accounting and so on, Odoo 10 has got them all covered this time.

Let’s have a detailed look into the key features of the new version:

1. Global Keyboard Shortcuts

To make navigating through Odoo, global search feature and  global keyboard shortcuts  are introduced with the new version. Backend operations and function are three times faster than the previous versions. These changes have made the system more intuitive and useful.

2. Search Engine Optimization (SEO)

The new enhanced SEO functionality in Odoo 11 defines and uses Robots statements. It removes ID’s from URL and names URL differently from H1. Also, admin can use many ways of attributing and managing the Meta information. Currently, there has not been any change in the way the pages were indexed.

3. Improved communication Mechanism

The communication mechanism in the way we receive and send messages has been improved to a great extent. You will now have 2 icons, notification and next activities, similar to your email inbox. The next activities tab informs you about the activity to perform next.

4. New Dashboard

The new dashboard has an integration of all applications and also you can access your eCommerce stuff from here. There is improved push notification mechanism with a better view of images and pictures in the grid. The module is equipped with more reporting functions and is easier to track and manage cost.

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5. Payment

The earlier versions of Odoo used only Braintree payment gateways. This module allowed you to pay through Braintree provider who provides eCommerce businesses the ability to accept payments online. The new Odoo 11 has incorporated PayUMoney and stripe payment improving the usability of the system.

6. Functional Changes

Odoo 11 has made the following changes to various module like Timesheet, Accounting, Subscription app, product catalogue and many.

Timesheet App

  • Improved view for timesheet recording
  • Validation policy for invoices
  • improved report to analyse differences between attendances and timesheet.

Accounting App

  • Introduced a new model to import CAMT.053 XML files to process bank statements.
  • Analytics accounting analysis.

Discuss App

  • Number counters near starred items.
  • Can type shortcuts directly in the text box.

Conclusion

With all the above benefits, more focus is given on usefulness and better accessibility to the users & development team. This doesn’t mean that the new version doesn’t offer any benefits to the end user. The Odoo 11 has made many small changes which will certainly make the end users experience more useful and intuitive. We hope that these features add more values to our management solutions.

14 FAQs on Odoo Web Development

Odoo web development is undoubtedly in high demand over the past few years for its excellence in efficiency and user-friendliness. This fastest growing software is available in three versions- the enterprise, online and community version.  Unlike its counterparts, this single platform lets users to accomplish their multiple business goals from a single place. This open source ERP software model is a good choice for any type of businesses, especially small to medium sized ventures. The software is built on a modular structure and this is a cost-effective choice which can be accessed for free from the official website.

Those looking to set up their online venture using Odoo might have a lot of doubts in mind or clarifications to be made. To help at least some of you, some of the most frequently asked questions on Odoo web development are answered here.

1. What actually is an Odoo module and how it helps?

An Odoo module is an optional element that is made on the framework of Odoo. A user can implement the desired module conveniently based on what function they need in their business. The features incorporated in a particular module actually depend on what all other modules are included. Several modules that are linked to a particular business domain come with an Odoo app. This in fact is a main module that incorporates core features and it comes with a configuration screen by which you can enable any additional features.

The uniqueness of Odoo development is the availability of 1000 plus modules out of which the marketing module is the best with options such as Live Chat, Lead Scoring, and Email marketing.

2. What is the procedure to install a theme in Odoo development?

Getting your favourite theme for your online Odoo store is very simple. First you have to get the desired theme that adds style and functionality to your store from Odoo apps. Within the Odoo installation tab, the theme folder has to be placed inside addons. Followed by that, you have to navigate to the Settings page. Now you can look for the particular theme in the list. And you have to just click on the install button in order to get the theme almost instantly.

3. What license shall I use for Odoo Modules?

Every Odoo modules you use are published with reference to the open source AGPL License similar to other elements of the system. As the modules are also components within the same software, they are supposed to be published under this license.

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4. What is a “private module” and how it differs from a “Community module”?

A private Odoo module is the one which is developed by a company or an individual which is for internal use only. As it is not a proprietary module, it involves no selling or distributing to third parties. And a community module is the one developed by someone in the Odoo community. It would then be made available to anyone and they can access it easily by downloading it. Most of such modules can be accessed from Odoo Apps Library.

5. Is it possible to import data from other software applications to my OpenERP Online System?

Yes, it is possible for users to import data from other software applications to the online ERP system. Data importation is allowed from.CSV text files (Comma Separated Values) for any item within the system. Your own scripts can also be even connected through web-services. Data migration services are also provided for Odoo users.

6. What license shall I use in case I make an Odoo Module for my website?

All Odoo modules are supposed to be published under the same license just like other system components. So the rule is also applicable when you make your own module too. However, if you wish to make a private module to use with Odoo Enterprise, you may benefit from a licensing exception (OpenERP AGPL + Private Use) which allows you to keep the source code private.

7. What is to be done in order to translate my Odoo website?

You can translate your website to any of the available languages automatically using Gengo App. But if you prefer to do it manually, you may do the following simple steps. Once you reach the website, you have to click on ‘Add a language’ icon seen on the page’s bottom right corner. From the list, the preferred language has to be selected and click on ‘Load’. If your website was in English and now you chose French, you can see French in addition to English on the language bar. They also show some texts that are already converted to French. There you have to just click on ‘Translate’ button and see that your website got translated into the chosen language.

8. What are the languages that are available on the Open ERP online?

More than 10 languages are available in OpenERP Online system. This includes English, Catalan, Dutch, Estonian, Chinese (Simplified), French, German, Portuguese, Spanish, Italian and Polish. However, only English language is offered for the OpenERP Online control center.

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9. What is the stepwise procedure to track your Odoo website’s traffic in Google Analytics?

You can do that in a few simple steps. First, you have to set up a Google Analytics account if you don’t have any. Then you have to get the tracking ID by accepting conditions in the creation form. Now you can copy the tracking ID and then insert it in Odoo. In your Odoo’s Website app, reach the Configuration menu. There you have to turn on the Google Analytics and then paste the tracking ID followed by saving the page.

10. What has to be done if I find a bug in OpenERP Online?

You don’t need to worry as Odoo comes with all comfort for its users. The OpenERP Publisher Warranty (OPW) comes as a rescue for the OpenERP Online customers. If bugs are seen on usage, users can feel free to contact the support team at online@openerp.com.

11. What actually is an “official/certified module” in Odoo web development?

The official module or the certified module is the one that is developed and verified by OpenERP SA. These modules come with the standard Odoo distribution. In the latest version 8.0, users can have access to more than 200 official modules that are bundled with the app. Such modules can be easily identified on the Odoo Apps Library using a special badge.

12. Is there any option to integrate OpenERP with Amazon?

Integrating your store to popular shopping websites helps to improve the reach of your business. The Odoo web development has provided enough support to integrate your OpenERP with Amazon. An app for Odoo-Amazon connector is released for Odoo V8 & V9. It is based on the latest API. Odoo V9 Community & Enterprise version now provides Amazon – Odoo integration and Amazon FBA – Odoo integration app. The integration process is really smoother than you think and the software maintains utmost consistency and efficiency post-integration too.

13. What are the key pros of Odoo web development?

This comprehensive software covers a range of business needs including e-Commerce, billing, manufacturing, warehouse, CRM, accounting, and inventory. Odoo features an efficient user-friendly interface which is simple looking. The platform supports good navigation options with search functions across the screen. The software works at very good pace and allows good flexibility. This budget-friendly solution allows easy integration too. The minimal task completion time adds to the productivity of the software. Also, this robust ERP solution runs on up-to-date technology.

14. Are there any disadvantages for Odoo web development?

Of course, no systems are perfect and come with some cons when compared to its counterparts and that is the case of Odoo too. But the list is a short one compared to its pros that mainly include the lack of backward compatibility in the design and poor bug fixing standards. They just started bug fixing in their 8th version and may get better over time. There are some challenges in the usability as it comes with custom packages. It has a lack of organization in the documentation too.

These are just a few among the frequently asked questions on Odoo web development. As it is comparatively new in the market, there is some scarcity when it comes to related resources available on the internet. So the new users might have a lot of questions when setting up the Odoo platform for their business. However, the active community is always ready to help those users in need and provides them adequate suggestions and advice to ease their concerns on using the platform.

Odoo is improving its functionality in each version and it has reached a long way in its efficiency ever since it was introduced. Over 2 million users are presently using Odoo web development to improve their reach of the business and the platform is slowly winning the industry with its open source benefits and proven quality.