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Showing posts with label Odoo ERP Migration. Show all posts
Showing posts with label Odoo ERP Migration. Show all posts

Monday, April 04, 2022

Why is Odoo Human Resource Management System right choice for your HR area?

Human Resource Management System

In the digital era, an HRMS has become an essential component of any modern HR department. The amount of work that goes into recruiting, hiring, and cultivating employees is simply too extensive to be handled manually by most businesses. The key is to focus on the ultimate goal which is providing a quality experience for employees from the recruiting phase through long-term employment. When choosing a new Human Resources technology, it is crucial to start with clear requirements. It is very important to outline all the current challenges you are facing in your HR operation. Every organization’s needs and challenges in their HR department are unique, thus it’s critical to employe customizable HRMS software.

Human Resource Management System
Human Resource Management System


Odoo offers all of the main modules, such as Odoo HRMS, CRM, accounting, sales, purchasing, manufacturing, and so on, that are required for any business, regardless of its size or nature. All of these modules are simple to use and even simpler to customize for your business. As a result, rather than using a collection of programs for certain operations, it is preferable to use a single piece of software.

Odoo, with its low cost and high customization, is the best ERP solution on the market for this purpose. The Human resource management System with Odoo ERP not only helps in tracking data and workflow across various teams and departments and accessing data easily from individual modules but also results in better quality reporting. It reduces the redundant process of entering data into multiple systems making it time-effective.

Highly customizable modules that benefit your HR department:

Recruitment management: 

Odoo HRMS makes it simple to automate and manage your organization’s recruiting and staffing operations. It comprises the generation of job descriptions, the quick parsing of resumes, the sorting of candidates, automated interactions with candidates, and multi-channel job marketing. 
  • Posting job vacancies online. 
  • Ease in the Recruitment process. 
  • Help in tracking job candidates. 
  • Effective talent acquisition.

Time and attendance administration:

Human Resource movements in some arrangement await thickly on time and attendance administration. Odoo’s occasion and attendance administration piece assists in guaranteeing that the firm is continually inclined its aims while staying period-effective.
Time-off and laborer sabbatical management
Attendance registers accompanying biometric ploys
Track agent work Time
Workforce organizing
Maintain a Task coating
Performance Review
Self-Assessment
Learning management
Monitoring abilities of agents
Payroll management
Easily produce payslip
Customize Report

Highly Customizable:

The Custom Odoo Human Resource answers can present industrialization and boost the overall effectiveness of the firm. Incorporating as many functions as feasible into an HR order can upgrade utility. Simple and smooth Interface- The smooth and plain to use connect of Odoo HRMS helps in enhancing member smorgasbord outside disquieting the HR crew each time. 

Easy clerk following- Monitoring representative work, organize and effectiveness is another feature of Odoo HRM. It helps in pursuing employee timesheets, work hours, punch-in/punch-out organize, leave uses, work-from-home requests, and more. These worker timesheets maybe resolved by project managers to path their availability and judge their conduct. In addition, timesheets maybe straightforwardly joined accompanying the accounting method to mechanize money paid for work done convert.

Increased Scalability:

As a result of advertise environments, businesses commonly demand speedy measuring of their movements. Odoo HRMS increases integration accompanying earlier wholes and adapts to changeful trade environments. It also reduces moment of truth necessary to extend or shrink HR exercises, happening in cost and time funds.
Safeguard Security of HR- For the HR area in an arranging, directing claimant and representative records entails fastening to protection procedures and agreements. With electronics changeful on a daily footing, HR areas must wait reliable always. Odoo HRMS contains included security, that saves opportunity and guarantees continuous solitude.

Speed up Recruitment process — The computerization of the recruitment growth-phase can help the HR area overcome key challenges. Odoo HRMS admits for the concoction and approach to a vast go on book repository. Scanning and protect bidders for functions, instruction, and job accountabilities enhance significantly faster. Online doorway-located interviews, document administration, and role production guarantee that onboarding takes as little occasion as attainable. This results in a meaningful increase in the conscription crew’s efficiency.

There’s certainly that a association’s conscription process is very fault-finding. When a firm engages answers like Odoo HRMS, things enhance a lot smooth. A healthy HR area namely two together agile and conscious is what an arranging wishes for and can surely perform by a well-created and joined Odoo Human Resource Management System. It will help employees handle the challenges that create their changing surroundings. Adding a splotch of mechanization to the workflow will smooth it out and influence a lean, self-supporting stick. Since our beginning, we have secondhand Odoo HRMS as our human support tool, and we have visualized by means of what it has helped us as a association. We are an manufacturing head in developing indicated Odoo HRMS resolutions that will address the challenges of your HR area.

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 Clicking here….

Tuesday, February 01, 2022

How to Reduce the Risks of Odoo Migration?

How to Reduce the Risks of Odoo Migration?

With the turn of the century and the interventions of advancement in digitized technology, business management operations have been turned on to the aspects of digitized software; most businesses rely on software solutions for the aspects of business management operations. There are numerous tools available today that provides excellent business management aspects for the operation of the business; however, selecting the right solution that suits the business operation and supports every need of the company is more difficult to find.

Odoo is a dedicated business management tool that supports the operations and functioning of any type of business. Defined as a business management solution for small and medium-sized establishments, its advancement and development to the ultimate solution has enabled the operation of multinational and large-scale establishments.

What distinguishes Odoo as the best tool?

Odoo is the best and most efficient business management tool, allowing businesses to conduct dependable and comprehensive business management operations. Odoo currently reigns supreme as the best and most efficient business management tool available. The advanced capability to manage any type of business operations and craft any type of business management defines it as the best tool. Here are some of the top features of the Odoo platform that make it the best tool for business management.

All-in-one tool for all aspects of business management.
The modular infrastructure incorporates dedicated modules of operation that deal with business management.
Inventory management module centralized

Use the same platform to manage retail, wholesale, and e-commerce sales.

A centralized database will aid in the efficient storage and transfer of data from one aspect of the business to another.

Because of the efficient operations and comprehensive business management aspects, each of the dedicated operations modules is interconnected.

The ability to customize to any extent while maintaining operational control based on the needs of the business and its owners.

Cloud-based operations enable remote monitoring of the business as well as remote operation of employees.

Dedicated Planning and Project Implementation module for controlling employee shaft operation.
With the Accounting module, you can manage your finances completely and effectively.

The Odoo platform's complete Inventory management module is used to manage product movement, product storage, and warehouse operations.

Cloud-based solutions, on-premises solutions, or SaaS based tools can all be used for hosting.
Cost-effective and dependable, with the business paying for services based on need.
A dedicated community of Odoo experts, developers, consultants, and other Odoo platform supporters.

These are some of the most notable features of the Odoo platform, which makes it one of the best tools for business management. Let's move on to the next section, where we'll talk about how to manage migration risks in Odoo.

Odoo is a business management solution that receives updates and newer versions every year; this has been practiced since 2015, when Odoo 8 was released. Odoo 15 is the most advanced Odoo ever introduced for effective business management. As new advancements are introduced with each update, the company will need to upgrade from an older version to the most recent version.

Furthermore, the Odoo community will only support the last three versions of Odoo; thus, the business must upgrade to the most recent version. Migrating from the current Odoo version to the latest version is referred to as migration in the Odoo platform. This can be accomplished with the assistance of a dedicated Odoo partner who is capable of carrying out the operations and implementing the Odoo platform into your business operations.

GeminateCS , a leading Odoo experts, can migrate the Odoo platform to the most recent versions. The successful migration will ensure that you have access to all of the tools and functions that were available in the previous version of Odoo. The Odoo platform migration is divided into two parts. Initially, the migration of the application used is followed by the migration of the data.

Migration of the Apps

The supporting add-ons that were implemented in the previous version of the Odoo platform should be available to the business in the new version as well. As a result, the application must also be developed and implemented for the Odoo version to which the Odoo platform is being migrated.

Migration of Data

The database stores the data available in the Odoo platform from the business's operations. The tables and the way the data is displayed may have changed as a result of the platform's new version or updates. As a result, the company's existing data should be configured and defined in a way that is compatible with the new Odoo platform. This is a feature of Migration.

These are the two main components of the Odoo ERP Migration that every service provider will take care of. Let us now proceed to the next section, which defines the aspects of risk reduction during the Odoo migration operation.

Reduce the risks associated with Odoo migration.

The migration aspect in Odoo is a riskier part of the development; if not done correctly, the business's operations in the newer Odoo platform will be fraught with difficulties. As a result, approaching the right Odoo service provider who can handle any level of migration aspects can and should be considered. Here are some of the elements to consider when migrating the Odoo platform to a newer version in order to reduce risks.

1. Keep a backup copy of the data in case anything is tampered with during the migration, so that you have backup data available in the event of a problem.
2. To avoid importing data, test the Migrated platform and specific sample data.
3. Consideration should be given to detailed planning of the migration operations.
4. Assess and priorities the asset as well as the data to be transferred to the new version.
5. Consider the platform's downtime, if any, and how it will affect the business's operations.
5. Perform a diagnostic on the migrated platform to ensure the availability and depiction of the defined data.

These are some of the factors to consider when migrating the Odoo platform from an older version to a newer one.

via Ref Link : https://www.geminatecs.com/blog/how-to-reduce-the-risks-of-odoo-migration

Thursday, November 18, 2021

How to upgrade from an older Odoo version to the latest: A step-by-step guide

Odoo Opensource ERP Development

Odoo just announced the dates for Odoo Experience 2021, which will take place on October 6-7.This year's version will be held online due to the continuous difficulties of the pandemic. 

A feature of the annual Odoo festival is the introduction of the new Odoo version, which includes presentations from Odoo as well as clients and partners regarding certifications, success stories, and challenging implementations.This year, we'll learn about Odoo 15 for the first time. 

Are you currently using Odoo14 or an older version and unsure whether or not you should upgrade? 


Why should you upgrade to the most recent version? 


There are a variety of reasons why businesses choose to upgrade to a new version of Odoo.

Let's have a look at the three key reasons: 


New features, functions, modules, and integrations have been added. 


The most recently updated and enhanced modules, features, and integrations are undoubtedly one of the most significant benefits that the new version of Odoo delivers every year. 


Odoo keeps up with the times and releases two to four new modules per year, each with a far more user-friendly interface and interfaces with other applications (e.g. Outlook integration for CRM in version 15).If you're interested in learning more about the additional features of Odoo 15 compared to its predecessor, check out our post on the subject. 


System that is faster, slicker, and more user-friendly 


Odoo improves its speed in both the front-end and back-end with each new release.On average, Odoo 13's back-end is about 5 times faster than prior versions! The front-end of Odoo 14 is almost 3.5 times faster than version 13!Page speed is one of the most significant criteria for better search engine optimization (SEO) of your website, so this enhancement is greatly appreciated by all marketers. 


Odoo provides bug fixes and functional support. 


Odoo only supports the three most recent versions of its clients.Your system will not be upgraded with any updates, bug patches, or functional support if you are using Odoo Enterprise 11 or older. 


Process of Odoo Migration 


Once you've decided to migrate from an earlier version of Odoo to a newer one, you'll need to answer the following questions to establish the best migration strategy.


  • Do you have any custom or third-party Odoo modules?

  • What kind of server hosting service do you use?

  • What version of your system do you have?

  • Which is more important: business or community?


What is the difference between your system's original and target versions? 


The answers to these questions will assist you in determining the best migration approach and scheduling the work required for your Odoo migration.In any case, you should determine which actions from the list below are required for your system. 


Examine the new system, its modifications, and its rigorous features. 


Odoo evolves and improves with each new release.It introduces new functionality, and it's critical to understand how these changes affect the system and current features.If you're using an older version, chances are you'll have to customize it in your system because some features aren't available.

However, this functionality may have been introduced to the latest version as a result of customer input. 


During each migration, it's critical to compare your custom modules and what they add/change in the system to the new Odoo capabilities.It aids in the removal of stiff modules that are no longer required in your system.This technique can save you money (since you won't have to upgrade the customized modules) and make your users' lives easier (because they won't see redundant information and fields, for example). 


It may be necessary to tweak your company's process from time to time, but the less you modify your system, the better. 



Customization and third-party modules should be upgraded. 


It's time to update the code once you've determined which custom modules need to be changed in the newer old version.Some modules can be used nearly immediately (with only minor changes to the manifest file), while others may require more extensive modifications. 


It always depends on the Odoo version you're using and which modules you're upgrading.As an example, we can look at the accounting and invoicing functionalities in Odoo 12 and Odoo 13.

Odoo rewrote the logic of invoices and journal entries in version 13 and combined the two models/documents into one.It made significant enhancements, such as allowing users to review drought journal entries before posting them.


All modules that dealt with bills or journal entries, on the other hand, had to be entirely rebuilt.

Because some modifications are minor and others are more complex, it is necessary to do technical analysis to establish which group they belong to. 


If you're using an Odoo store-purchased 3rd party module, you'll need to repurchase it because you require it for a newer version. 


Your Odoo database need be upgraded. 


You should be ready to upgrade your database once you've verified that your customization have been upgraded, you've decided not to use them anymore, or you don't have any custom modules installed in your database.Depending on the hosting solution you're using, the upgrade process may differ. 


Please note that only Odoo Enterprise databases (which are included in the Odoo license) can be migrated, and you can choose to migrate only to presently support versions (the 3 most recent versions).However, upgrading to the most recent version is usually the best option. 


On-premise, in your own cloud, or with your Odoo partner's hosting 


If you're handling your Odoo hosting on your own, you have two options: 


Use the Odoo migration script to migrate your data. 


To launch the migration script, simply type this script into your server's console.The migrated database will be generated on your server if the migration is successful. You will receive an error log if there are any issues with the script, which are usually due to the characteristics of your database (usually caused by custom modules), and you will need to file a ticket to Odoo to solve and improve the migration script. 


Upload your database dump to the Odoo website. 


If you find the first approach too technical, you may always upload a database dump to the Odoo website.Odoo will perform the migration script on their end, troubleshoot any issues, and send you an improved database for testing. 


Odoo hosting on Odoo.sh


If you're utilizing Odoo.sh as your hosting service, you'll need to upload a database dump to the Odoo website.Odoo will perform the migration script and provide you with a migrated database that you may use as a staging environment.The entire procedure is covered in the official Odoo.sh migration documentation. 


Odoo hosting on Odoo SAAS/Odoo Cloud

If you're a customer of Odoo SAAS, this indicates that: 


  • You don't have any third-party modules or customization in your system (Odoo Studio customization and "technical settings" don't count because they're stored directly in the database and don't affect the code).

  • You have access to free web hosting. 


The upgrading process is rather simple because external modules do not add any complexity to your system.


What is the time frame to migrate to a new Odoo version? 


The answer to this question may vary depending on a variety of factors, including:


  • What is your Odoo version right now?

  • What is the version to which you want to upgrade?

  • When do you want the migration to happen?

  • How many and how complicated are the customizations in your system? 


For minor to larger installations, we recommend planning at least 1-2 months ahead of time.

You have some time to complete your study and prepare the migration because the migration script normally matures between 4-6 months of its release.It's not a good idea to start using a new version of Odoo right away after it's been released. 


The migration procedure is normally a stand-alone project for larger implementations, and it can take 3-4 months to complete. 


What is the best time to migrate to a new version? 


Upgrading to a newer version of Odoo is always a trade-off between costs and benefits.To ensure that you are always utilizing a supported version of Odoo, we recommend upgrading at least once every three years (as mentioned above, Odoo supports only the latest 3 versions of the system). 


However, upgrading Odoo more frequently may be beneficial, particularly in the following situations: 


There are no custom modules or third-party programmed installed (or you have a very limited amount of them with low complexity)A new feature has been added that will greatly simplify your procedure or automate operations that are now done manually.You're having problems with your computer's performance.

 

While utilizing Odoo Community, upgrading to a new version is possible. 


The free system upgrade is only available to Odoo Enterprise users.You won't get any help or a script to upgrade your database if you use Odoo Community. Despite the upgrade of your database can be handled in a variety of ways, the process with the first two steps (analysis of the changes, upgrading of the custom modules) of the migration is the same. 


Odoo Enterprise is a better option. 


Before you begin your migration to the current version, the quickest and most painless alternative is to upgrade your Odoo Community to Odoo Enterprise.Because free upgrades are included in the Odoo license, you can save a lot of money and effort, especially if you only have a few internal users.

A multi-year subscription can be less expensive than writing your own Odoo Community migration script. 


Do a clean implementation once more


A standalone implementation of the newest version is another alternative, which is generally ideal for smaller systems (smaller in terms of scope - a small number of basic apps or base Odoo) and enterprises who are running very old versions of the system. 


A fresh look at the new features will often reveal that you don't need to migrate a large number of custom modules and that the standard Odoo features can manage additional operations. 


What matters in this technique is figuring out how to establish the best data migration plan. 


Make your own script for migration. 


For larger, more complex, and customized systems that you don't want to upgrade to version Enterprise for various reasons (typically systems with a large number of internal users), the best solution is to write your own database migration script that will transfer and prepare the data for the new version.We recommend contacting a seasoned Odoo partner with at least 3-4 years of Odoo expertise and a track record of successful migrations. 


Do you require assistance with your migration? 


Due to a lack of familiarity with Odoo upgrades, migrating to a new version can be a time-consuming and error-prone operation.Our advisors are available to discuss your situation, conduct an analysis, offer the best migration approach, and assist you in beginning to reap the benefits of the most recent version.

If you're thinking about upgrading to a newer version of Odoo, don't hesitate to contact us


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