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Showing posts with label Odoo Consulting Services. Show all posts
Showing posts with label Odoo Consulting Services. Show all posts

Wednesday, April 06, 2022

How to Automate Your Business Using Odoo.

Every trade runs dextrously on account of allure proficient and flatly preparation. If preparation is not claimed, therefore the manufacturing is foundered extremely. For an alive modernized trade to receive gave, you need to apply oneself the pillar of your trade, accompanying influential preparation. By meaning loyal and complex preparation to your trade movements manually grant permission be situated accompanying wrongs if implausible story multiplies and a chain of possessions have started, so by lowering these mistakes and securing the refurbished reports of your trade, the Odoo ERP plays a fault-finding function to act. By executing the Odoo 15 Planning piece, you can just schedule your preparation for various clerks, change the shifts, systematize the burdens, and set your aims to discharge apiece end of the 12 month accounting period.

How to Automate Your Business Using Odoo.
How to Automate Your Business Using Odoo

As preparation stands as the mainstay of a trade, the part of the one arrange and directing the guest needs to analyze various plans that are projected accompanying potential judgments. If the process is exhausted a matched and stubborn perseverance and fixating on the future consequences, you understand misrepresentation outside some uncertainty. By supervising and predicting your trade’s incident and future, you can surely troubleshoot irrelevant positions accompanying your crucial preparation.

Odoo 15’s Planning piece, that was currently divided as different piece on account of allure significance in trade administration, can mechanize your trade endeavors in a very creative and money-making style. The Odoo ERP intentionally schedules your work by various tests outside coinciding and making your tasks proper accomplished. The Odoo joins accompanying a standard work style by slating complete and indicates a form. This online journal gives you a particularized survey of automating your trade movements cautiously accompanying the physiognomy of Odoo Planning in the Odoo 15 Planning piece. Hire our odoo developer for any app development and solution on odoo 15.

Features of Automate Planning Module with Odoo 15 version:

In the Planning piece, the Odoo ERP serves the part of workforce, that plays a meaningful part in trade administration. Planning is classification accompanying Odoo in three habits Planning, Portal, and Analytics. Let’s review the Odoo 15 Planning piece and think reality processed accompanying miscellaneous appearance.

Planning:

Personalize your shift preparation in some form in the way that in docket, Gantt chart, list view, and group ruling class correspondingly. Open your shifts accompanying unassigned and appointed utilizing drag and drop functions. Organize shift templates and establish ruling class forthcoming the new shifts. With the help of slating, separate all shifts by act, by attendant, by project, thus. And further, accompanying the default Gantt chart, you can catch an survey of your plan everything and what is abandoned to plan. It can prevent conflicts by becoming a warning if diversified shifts are treated to the alike agent together. You can monitor the representatives' shifts for one conditions of the era, period, weekly, and period by way of Gantt view and timetable view. You can surely survive and build the shifts and focal point ruling class accompanying banner for smooth approach.

Portal: 

Send the due shifts to the specific agents to survive and view the shifts in their private hole or door in vessel. Employees can mark their own state of lacking something needed or usual and unassign themselves in the entry. Employees can appoint their own shifts and mark ruling class as open shifts in the gateway or the app. 

Analytics: 

Can build reports of all types established the filters and measures, and occasion ranges you need to enjoy by way of tasks reasoning. With the help of pivot study, you can construct reports in spreadsheets and smuggle the dossier accompanying the XLS to open indifferent program. With the help of line charts, bar drawing, and pastry charts, you can view the reports in graphical likeness for smooth reasoning.

GeminateCS is a verified Odoo Expert. We are making uncountable solutions and applications on Odoo. For any technical support or query you will feel free to contact us by Click Here...

Wednesday, February 09, 2022

Creating a Wizard in Odoo to Generate a Dynamic Field

Creating a Wizard in Odoo to Generate a Dynamic Field

This blog will explain how to create wizards in Odoo for creating dynamic fields.

First and foremost, let's talk about wizards.

In Odoo, wizards are accustomed to interacting with dialogue boxes.

There are primarily two types of wizard models available in Odoo:

The model class is the foundation of the vast majority of Odoo models. Furthermore, it has a long-term database, as evidenced by the accuracy of the data stored in the table rendered.

The type's transitional Data structure determines the transient Model. Furthermore, the information stored in the data set is brief in this class, and data from the data set table is fixed up on a regular basis.

Odoo employs a transitory/transient model in which data is saved only temporarily and data in the wizard only requires temporary storage. The following are the characteristics of the transient model:

The wizard's data can refer to standard records or many2one fields, but standard records cannot refer to many2one fields or wizard data.
Because the data in the wizard requires little storage, it is re-transmitted after a while.
Clients have all consents on wizard data; they do not require direct access rights.

Readers from any industry can gain a better understanding of the next level if they consider the wizards mentioned above.

Because the readers are also students, we will go over the Odoo Module, highlights, latest highlights, and installation before discussing how to create wizards to create dynamic fields in Odoo.

This module can be used to create dynamic fields in a non-performance-critical errand. It is simple to use. Highlights, features, and fields from the system are demonstrated.

Highlights

Simple to use

The user does not need any technical knowledge.

Any field can be easily added or removed.

It is simple to grant a specific user group access to any field.

Adding a custom tab to Task Form View is simple.

Add a custom area to the Task Form view.

For the binary field, use an image widget.

Widgets with tags or checkboxes are used in a variety of situations.

Help text, a required field, and a duplicated field are also notable features.

A radio widget that corresponds to a related field.

There are phone, URL, and email gadgets for scorch fields.

There are numerous field types to choose from.

The widget can also be used in one2one and many2many fields.

A field selection widget that allows you to select one or more fields.

The position of fields is easily indicated.

Latest Odoo Features

A binary widget with the Many-2-Many feature has been added.

The hourly and minutely follow time widgets now include a float time widget.

In the text area, an HTML widget has been added that will be useful for viewing an HTML interface.

This feature was added in order to fulfill a requirement.

A new feature has been added to the new version (1.0.3)

Adding a custom tab to the Task type view is simple.

Installation Pattern:

> If it’s not too much hassle, you’ll be given a link to download the compressed record of the module.

> When you open the compressed folder, you will see the folder ‘bv_task_custom_fields.’

> Control V and Control C to insert this folder into your odoo custom Widget Path.

> Now, start Odoo in Developer Mode.

> Go to the Apps menu and select ‘Update Modules List,’ then press the Update button.

> Check for ‘bv_task_custom_fields’ in the search bar.

Odoo is an open-source program that makes nearly all fields available for quick access. In some market situations, however, we must add fields and retry in the same manner. From this end-perspective, user's it is difficult to create a field from code. So here is the prerequisite for creating Dynamic fields in Odoo.

Let's take a look at GeminateCS Odoo dynamic field creation.

The above-mentioned features and installation would be helpful in understanding the method.

To begin, we built the following wizards to create a dynamic field:


To show the types of fields, we used selection=get possible field types on the field, field type, and the process get possible field types is as follows:



Each field in this view has an alternative widget, such as many2many tags, radio, and so on.

In order to return the widget based on the field type, we have a method for changing the field type, which is described below:

The view on the widget is as follows, ie, wizard.xml:


Use the following method to construct the field:
The wizard in this model contains a render field button, and when that button is clicked, the technique creates fields is executed.


Conclusion:

GeminateCS , a leading Odoo ERP development company, can create a customized module and dynamic fields in Odoo for your company. Please contact us if you have any questions about current Odoo features, wizard creation, or the Odoo open-source development model. Very good reading.

 via Ref Link : https://www.geminatecs.com/blog/creating-a-wizard-in-odoo-to-generate-a-dynamic-field

Monday, October 18, 2021

Odoo Community Features as available at Geminate Consultancy Services

Hire Odoo Developer

The Odoo Community edition is free to use Odoo software with capabilities to efficiently manage a moderate level of commercial operations. Better adapted to businesses with less than 50 users, the Community edition Odoo is able to provide distinctive operational tools.This page describes the functions of the Odoo community that are part of each of the modules of the platform.


Sales Management System

 

The Odoo Community Edition sales module is packed with operational capabilities that will provide you with effective tools for your business' sales management operations. Moreover, with direct integration with other company sales aspects such as POS, E-commerce, Subscriptions all aligned modules of Odoo the sales module will be considered as the one centralized management operations for all the sales operations of the company.


  • Sales Order Management

  • Sales Quotation Management

  • Customer Management

  • Invoice Management

  • Percentage sales Margin

  • Smart Date Input

  • Upselling Techniques

  • Product Management

  • Product Variant Management

  • Pricelist Management

  • Product Variant Management

  • Pricelist Management

  • Promotion and Coupon Programs

  • Managing Discounts

  • Sales Analysis

  • Product Catalog Management

  • Multi UoMs

  • Product Packages

  • Margin Analysis

  • Price Management

  • Online Payment Facility

  • Online Sale Order Confirmation

  • Restrict Sale of Products

  • Lock Confirmed Sales

  • Invoicing Policy Managing

  • Automatic Invoice & Down Payments

  • Shipping Management

  • Quotation Template Management

CRM

Corporate CRM operations will play a vital role in generating new business opportunities and earning more with existing customers. The CRM module is a page with lead generation and surveillance operations that will help you continue the different leads using the activities described in the platform.In addition, with lead enhancement features, you could win customer contacts from different organized marketing campaigns.


  • Pipeline Management

  • Pipeline Stage Management

  • Quotation Management

  • Team Pipelines

  • Customer Management

  • Lead Generation

  • Lead Management

  • Lead Scoring

  • Lead Mining

  • Lead Enrichment

  • Predictive Lead Scoring

  • Outlook CRM Extension

  • Recurring Revenues management

  • Sales Team Management

  • Activity Scheduling

  • Report

Purchase

The purchase management operations of the company will require a sophisticated tool to perform the operations, the Odoo community edition has an efficient purchase module that will be a part of the operations. Furthermore, with the capabilities to generate purchase quotations, purchase agreements, automate the purchase operations, and functional tools to manage all the purchase operations of the company it will be one of the best tools of purchase management.

  • Purchase Quotation Management

  • Purchase Order Management

  • Purchase Agreements

  • Vendor Management

  • Product Management

  • Product Variant Management

  • Purchase Analysis

  • Purchase Dashboard

  • Purchase Order Approval

  • Lock Confirmed Orders

  • Restrict Product Purchase

  • Receipt Remainder

  • Bill Control

  • Vendor Pricelist Management

  • Product Categorising

  • Smart Date Input

  • Remaining Days Widget

  • Priority Widget

  • UoM Management

  • Drop shipping 

Inventory

The Odoo platform has a centralized inventory management approach to the company operations which will be capable with delicate options and management features of the module. Moreover, with the capability to undergo advanced inventory operations such as drop-shipping, cross-docking and the ability to define the product moves the module will be beneficial for the effective inventory operations of the company.
  • Transfer Orders

  • Stock Management

  • Scrap Management

  • Product Replenishment Techniques

  • Run Scheduler Tool

  • Landed Cost on MO

  • Landed Cost on Transfer

  • Product Management

  • Product Variant Management

  • Product Tracking

  • Product Expiry Management

  • Product Packaging

  • Warehouse Management

  • Location Management

  • Multi Warehouse Environment

  • Stock Analysis

  • Warehouse Analysis

  • Stock Valuation

  • Product Demand Forecasting

  • Product Movement Analysis

  • Restrict Product Purchase

  • Picking Policies

  • Consignment

  • Multi-Step Routing

  • Lead Time Allocations

  • Security Lead Time Allocation

  • Putaway Rules

  • Reordering Rules

  • Product Category Management

  • Replenishment Rule Management


Invoicing


The Invoicing module of the Odoo community edition is embedded with the accounting module of the platform, providing direct access to you to generate invoices on customer purchases and services provided to them directly from the sales module. Moreover, all the operations done on the invoicing aspects of the company are directly depicted in the accounting module of the Odoo platform.


  • Accounting Dashboard

  • Customer Management

  • Invoice Management

  • Automatic Cut Off for Journal Entries

  • Credit Note Issuing

  • Payment Follow-ups

  • Bill Management

  • Payment Terms

  • Refund Processing

  • Localisation Specific CoA

  • Journal Management

  • General Ledger

  • Partner Ledger

  • Bank to Bank Transfers

  • Bank to Cash Transfers

  • Payment Reconciliation

  • Bank Reconciliation

  • General Ledger

  • Tax Reports

  • Analytic Reports

  • Tax Management

  • Cash Basis Tax Configuration

  • Multi-Currency Support

  • Continental Accounting

  • Fiscal Period Setting

  • Margin Analysis

  • Reconciliation Models

  • Incoterms

  • Bank Account Management

  • Tax Mapping Techniques

  • Account Mapping Techniques

  • Payment Acquirers

  • Saved Payment Data

  • Product Category Management

  • Cash Rounding

  • Analytic Accounting


Manufacturing


With the Odoo manufacturing module available in the community edition of the platform you will be able to draft an independent manufacturing process of the company, defining the work centers, operations, the machine uses, bill of materials, and all the related aspects. Additionally, the manufacturing module is in direct integration with the inventory, HR management operations, sales operations of the company, and all the supporting aspects helping in auto manufacturing and other automation and regular process of the module.


  • Product Manufacturing

  • Work Order Management

  • Scrap Management

  • Workcenter Management

  • Unbuilding Orders

  • BoM Management

  • Product Management

  • Product Variant Management

  • Tracking Product Moves

  • Subcontracting

  • Product Kit Management

  • Manufacture Order Analysis

  • Work Order Analysis

  • Overall Equipment Effectiveness

  • By Product Management

  • Security Lead Time

  • Timer



Maintenance

Let it be preventive maintenance done upon the time of the need or the periodic maintenance conducted on the company equipment at fixed intervals it can be efficiently managed with the Odoo maintenance module. Additionally, in the module you can define the period of maintenance for each piece of equipment, maintenance requests can be generated by the employees to the maintenance teams and the managers can overlook the process of operations.


  • Maintenance Dashboard

  • Maintenance Request Management

  • Corrective Maintenance

  • Preventive Maintenance

  • Equipment Management

  • Maintenance Team Management

  • Equipment Category Management

  • Maintenance Request Analysis

HR Module

The Human resource management operations of the companies are of vital importance and Odoo has designated HR management modules for all the operations such as Recruitment, Attendance, Payroll, Time off, approval module, and many more to configure and run the HR operations of your company.



  • Employee Management

  • Employee Contract management

  • Employee Challenge management

  • Department management

  • Employee presence Control

  • Employee presence analysis

  • Employee Update Rights

  • Employee Recruitment

  • Job Posting

  • Interview application management

  • Interview form designing

  • Designing survey forms

  • Employee attendance management

  • Employee leave management

  • Employee leave allocation management

  • Time off type management

  • Employee timesheet management

  • Timesheet billing

  • Expense management

  • Expense Dashboard

  • Expense Approvals

  • Expense reimburse in Payslip

  • Expense product management

  • Expense analysis

  • Employee Lunch Management

  • Lunch overdraft allocation

  • Lunch Order Management

  • Employee Account management

  • Fleet management

  • Fleet End Date Contract Alert

Project


Projects in a company should be managed with efficiency without disrupting the steady flow of any operations. In the Odoo project module, you can define various company projects, allocate employees, define tasks and subtasks in operations and perform various managing as well as control functions on the project operations.

  • Project management

  • Task management

  • Sub task management

  • Recurring Tasks management

  • Customer Rating

  • Project Profitability calculation

  • Collaborative Pads

  • Tracking time spent

Website & Ecommerce

The website module of the Odoo platform is an integrated application that helps you to manage both the company website as well as the e-commerce platform for product sales. Moreover, it has an incorporated excellent website builder to it which helps you to define and describe an attractive website with distinctive themes.



  • Website Management

  • Website Builders

  • Wide snippets and themes

  • website order management

  • E-shop management

  • Abandoned cart management

  • Coupon and promotion programs

  • E-Commerce product category management

  • Buy Now Button

  • Product management

  • Product variant management

  • Pricelist and Discount Management

  • Tax Management

  • Digital Product Management

  • Website Theme Management

  • Website Language Management

  • User Accounts Management

  • Customer Account Management

  • Online Product Comparison

  • Manage Product Availability

  • Price Management

  • Multi-Currency Support

  • Shipping Methods

  • Order Follow Ups

  • Invoicing Policy Management

  • Web Push Notifications (Social App)

  • SEO Tools

  • Online Sale Analysis

  • Blogs and Forum

  • Live Chat Management

Point Of Sale

You can run your retail shop operations for your company or shop with the help of the Odoo POS module which will act as the counter sale application as well. The module is in direct incorporation with the sales module of the platform as well as the inventory and the accounting module. Moreover, you can generate customer invoices and define the operation of a bar or a restaurant with this module.


  • Shop and Restaurant/Bar Management

  • POS Interface Management

  • Floor Management

  • Table Management

  • Order Management

  • Bill Splitting

  • Cash Control

  • Product Management

  • Product Variant Management

  • Price Control

  • Tax Management

  • Discount Management

  • Payment Terminals

  • Inventory Management

  • Pricelist Management

  • Cash Rounding

  • Order Analysis


Marketing Modules

The marketing operations of a company play a vital role in product and service sales. With Odoo marketing modules, you can define various marketing and promotional campaigns and function with the dedicated modules for Email marketing, Social marketing, and SMS marketing along with various other supporting modules for the digital marketing operations.


  • Email Marketing

  • Mass Mailing List Management

  • Blacklisting

  • Dedicated Server for Mailings

  • Link Tracker

  • SMS Marketing

  • Contact List Management

  • Blacklisting Contacts

E-Learning

Digitized learning has revolutionized how we study our lessons. With the Odoo e-learning module, you will be able to define various courses, and training programs, conduct certification programs on them, and further evaluate the candidates based on a questionnaire set by you. Moreover, you can create and define a forum of discussion on related courses and award karma points to the candidates based on the performance.



  • ELearning Courses

  • Certification

  • Exams and Evaluation

  • Sell On Ecommerce

Calendar


The Odoo calendar module will be an efficient task management tool for the operations in the company as all the tasks and in-house company operations can be well defined in the module based on the date and time. Furthermore, the members involved in the task or the event can be well informed straight from the module as they have dignified user logins to view their calendar module.


  • Online Appointments

  • Day to Day Activity Scheduling

  • Yearly calendar view

  • Schedule Meeting

  • Recurrent Meeting Scheduling

  • Synchronise Calendar with Google

  • Synchronise Calendar with Outlook

Discuss

The Odoo discuss module will act as the platform to perform the discuss operation of the various company operations which can be conducted in-house between the employees and the manners of the firm. Moreover, you can share and post information on the various aspects and discuss the ongoing projects of the company as 

it will act as the best communication platform.


  • Direct Messaging

  • Discussion History

  • Group/Channel Messaging

  • Inbox Mail Management

  • lead generation

Repair

The repair operations management of the establishments can be well performed using the Odoo repair module. Here the repair request can be managed, tasks can be assigned to the employees, manners can monitor the operation, finished products can be sent out to delivery and the customer can be invoiced on the repair charges as well as the product used.


  • Repair Order Management

  • Repair Analysis

Dashboard

The Dashboard of the Odoo platform is a configurable and customizable one as per your requirement. Moreover, 

the data can be added, modified, and removed based on your requirement, The Google sheets can be configured to define the various content and data that is required.


  • Add data to dashboard

  • Change dashboard Layout

  • Google Spreadsheet

Live Chat

The Odoo live chat for the e-commerce or the company website will act as the functional tool in supporting the customers with the purchase of the products and services from the establishment. In the module you can assign employees, manage the live chat operations and configure it to be running based on your time ranges and specifications.



  • Direct Messaging

  • Live Chat Operators

  • Leads from Live Chat

  • Visitor Management

  • Customer Rating

  • Canned Responses

  • Live Chat Welcome Message


Notes

The notes module of the Odoo platform will help you to define the notes, to-do list, and other lists in the operations of the company. Moreover, the users can be provided access to the notes created for them to contribute to the defined contents as well as discuss them in the chat function available in it.


  • Managing Notes

  • Managing Activities

Contact Module

The contact module of the Odoo platform will help you to define the contact of the companies such as the vendors, customers, and all the people and their contact information. Moreover, you can define them, classify them based on various criteria and can be further modified upon requirement. The module is in direct integration with all other modules of the Odoo platform allowing you to contact a company or person straight from the different modules of the platform.


  • Partner Management

  • Membership Management

  • Multiple Address Management

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