Sunday, 8 April 2018

Odoo Analytic Defaults

Analytic Defaults

This module is very important for you if you are working with Analytic Accounting. This allows you to Set default values for your analytic accounts.

How it helps me ?

Let's take one simple example to understand this. Suppose, you have different department in Organisation like Research and Development, HR Department,...

You allocated amount to various departments(thank to Analytic Distribution ). Now you have all users configured and whenever the responsible user login and add entry like invoice the system by default take the department analytic department to know the cost vs revenue of each department.

If we have case like this then this module helps us to default set analytic account based on,

  • Product
  • Partner
  • User
  • Company
  • Date

How it works in Odoo ?

  • Install module

  • Go to Accounting > Configuration > Analytic Accounting > Analytic Defaults

Here, the analytic account "Research & Development" apply on sales order and invoice based on different conditions.
Apply based on , Product, User, Partner.


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Top 10 Reasons to Choose Odoo

     Top 10 Reasons to Choose Odoo
Note : Content copied from somewhere         

1. Odoo is open source
Open source does not mean free, but rather dynamic. If Odoo SA had not made this choice from the start, we probably would not be writing these lines. Open source is not a guarantee of success either, but in the case of Odoo this in pretty well. Indeed, without the international community which is federated around the project, there would not as a module to meet your needs.
As in any market, let alone computer, the critical size and visibility matters enormously. How project emerged and have become obsolete? Countless unfortunately. By choosing the open source model, Odoo has spread throughout the world which allows him to have a comfortable user base. We do, however, no figures because anyone can install their ERP.
2. ERP can be adapted to your needs and present
One of the highlights of Odoo is its catalog of modules that can be counted by thousands. And if a module does not exist, no problem, you can expand it or have it developed by a service provider market.
3. ERP adapts to your future needs
One of the strengths of Odoo and ability to adapt to your needs. Adding a classic function will only take a few minutes. This is also the best way to switch or start with Odoo. You trade by installing some basic modules to allow your team to discover and to appropriate the product and then week after week, you made the following modules.
On the same principle, your business is growing strongly, or you just created a new site, your ERP will adapt.
The architecture is scalable, which means that depending on the load, it is possible to distribute the ERP on multiple servers. Your company or organization can grow without fear.
4. Odoo is designed for the future
If one takes a purely technical standpoint, we can consider that the technical choices that were made are sustainable. The high-level language employed (Python) is very popular which ensures a solid basis for jurisdiction in the future.
The architecture programmed according to the rule of thirds (data processing, interface) provides Odoo to be adaptable to all platforms of today and tomorrow. The web client is a prime example because with the new module POS Touch, Odoo can operate any Apple touchpad (IPhone, IPod Touch ...), running Android or Windows furtur 8.
5. A low cost of ownership 
Unlike large ERP (SAP lead), maintenance costs and license are very low. We are talking about hundreds of dollars while for others we will be talking thousands!
7. You can use your existing computer
Installing Odoo solution is not synonymous with physical investment. A server with a good quality backup, RAID and redundant power enough to start. Odoo can operate in the thin client via a conventional web browser, you have nothing to do on your client. There is no additional hardware cost.
8. Open to other software
Odoo is very open and integrates many communication tools, it is very easy to communicate with existing applications used within your organization seamlessly.
9. Development costs mastered
The architecture is very simple. Python is known and simple language for which it will be easy to find a competent developer. It is then easy to create specific modules which allows to control development costs.
10. Odoo is ready the Cloud
If you wish not to support investment and maintenance costs of your servers, you can consider buying resources on the internet server and enjoy all the benefits of cloud computing.

How to work with docsaway in Odoo

How to work with docsaway in Odoo ?


-> Install module
-> Go to settings > Postal Printings
-> Create new Print Provide suppose 'Docsaway'
-> Add Docsaway Account email and Installtion key

-> Go to invoice, create new invoice for customer(be sure customer have accurate address)
-> Once you confirm invoice you can send letter to your customer that's it.

Here, Attached video for more description.


UTM Tracking Odoo

UTM Tracking Odoo

What is UTM ?

A UTM code is a simple code that you can attach to a custom URL in order to track a source, medium, and campaign name. This enables Google Analytics to tell you where searchers came from as well as what campaign directed them to you.
(source : From google)

Why we have to use it ?

  • To track all your marketing sources
  • Identify your best traffic sources
  • To know Return On Investment (ROI of Advertisement Campaign)
  • With the use of UTM Tracking you can convert more leads into actual opportunities.
  • You can understand where your most valuable customers come from and quickly identify which marketing campaigns are working and which ones aren't.
  • Save money and boost Marketing
  • Spend ad budget in the right places

How it work in Odoo ?

Ex. Let's take one simple example.

I want to share my website/my business and want to identify which social media  are the most effective in attracting visitors to my website.

For that let's launch one campaign and under campaign create different Link Tracker. And share link in different social media (Twitter, Facebook,...).

Now, whenever someone click on link it will redirect on my website and system will automatically detect source,medium and increase statistics. Now easily I can compare result and know whether my social campaign success or not.

Steps no need to code for that

1. Create your tracking link

2. Launch your marketing campaign

3. Compare the performance

Let's Check with simple Video

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Thursday, 22 February 2018

MPS Lead Time Calculation in Odoo

Lead time calculation in Odoo

Lead time calculation in Odoo.

Company security time :

  • Manufacturing : 2 Days,
  • Purchase      : 2 Days,
  • Sales         : 2 Days.

Lead time on Product :

  • Manufacture Lead time : 20 Days (on finish product)
  • Customer Lead Time    : 60 Days
  • Vendor Lead Time      : 5 Days (on component)

Steps :

1) Delivery date on Delivery Order

Create Sales order on 1st March, 2018

Delivery Date : 28/04/2018

Formula :

Order Date + Lead Time = 1/03/2018 + 60 Days = 30/04/2018
                             - Security Time = 2 Days
Delivery Date                                  28/04/2018

2) Manufacture Deadline :

Manufacturing Deadline Start = 06/04/2018

Formula :

Delivery Date - Company Security time - Manufacture lead time = Schedule Date

28/04/2018    - 2 Days                - 20 Days               = 06/04/2018

3) Purchase :

manufacture schedule date - Company security time - Purchase(vendor) lead time = Purchase Order Date

06/04/2018                -     2 Days            -  5 Days                    = 30/03/2018

Schedule Date = Purchase Order Date + Purchase(vendor) lead time
              = 30/03/2018          +  5 Days
              = 04/04/2018

Video :


Tuesday, 6 February 2018

Analytic Distribution in Odoo

Analytic Distribution

"Analytic Distribution" again available in latest version. Analytic Distribution is mainly used for dividing your expense/income among various analytic account in Odoo.

There is huge use of analytic distribution in real business case.

Let's take one business case in which a company wants to distribute it's income between various departments:

A ABC IT company provide consultancy services for ERP.
The company is interested to divide it's income real-time between it's main three departments

1. Analysis and Design
2. Coding and testing
3. Deployment/Delivering

It also wants that when customer invoice is created for particular client PROJECT, the invoice amount will be divide in these three departments as below:

1. Analysis and Design: 50%

2. Coding and testing : 30%

3. Deployment : 20%

You can easily configure this requirement in Odoo using Analytic Tags -> Analytic Distribution.


Just create three analytic account :

- Analysis and Design,
- Coding and testing,
- Deployment

Make sure that the Analytic Group of these accounts is the client project's.

Now configure Analytic Tags -> Distribution by adding these three analytic accounts with their respective part in percentage.

Add this analytic distribution at the time of encoding customer invoice line.

Now validate that invoice and check the "Analytic Account" in order to check the effect of Analytic Distribution.


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Saturday, 3 February 2018

Our new Opening Chartered Accountants Firm

Great to announce we have recently opened Chartered Accountant firm in Ahmedabad.

Jigar Limbachiya - Chartered Accountant(CA), DISA(Diploma in Information Systems Audit) Qualified.

Address : 311, University Plaza,
                Near Vijay Cross Road,
                Ahmedabad - 380009
Mo.        : +91-9427981001