Thursday, 22 February 2018

MPS Lead Time Calculation in Odoo

Lead time calculation in Odoo

Let's assume today : 1/03/2018 (1st March, 2018 )

Company security time :
- Manufacturing : 2 Days,
- Purchase : 2 Days,
- Sales : 2 Days.

Leadtime on Product :

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

Steps :

Create Sales order on 1st March, 2018

Result :

- Delivery Date : 28/04/2018

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

Manufacture Deadline :

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

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

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 : Available in few days

Tuesday, 6 February 2018

Analytic Distribution in Odoo

"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.

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

Friday, 2 February 2018

Upselling in Odoo

Upselling in Odoo

Simply Upselling means deliver more than ordered...

Sometimes you are going to deliver goods/services to your customer more than it was ordered because of your customer’s record..

Assume, you have a service based company to deliver product "Customization services".

You are charging based on time estimation(you had contract with customer).

So, let's check the same thing how can we do inside odoo...

- Install Sales, Project, Timesheet

- Check the product configuration,

Invoice Policy : Ordered

Track Service : Time-Sheet on Contract

That's it..

As customer demanding we are create Sales order at our side.

Initially customer demand service of 40 hours and confirm now on the same time we issued invoice against service and customer paid us for same(as per our invoice policy, Ordered).

After that we issued Project of our customer. And assign Developer to work on the same.

The Developer started work on the same and record their timing.

Now, Let's assume the developer person recorded 40 hours of work but still few things are left to do so after confirmation of customer developer continue to work and at last Developer recorded 60 hours on project...

After that company have to know the remaining to invoice hours and that will be easily find out under Up Selling menu and we can easily issue the invoice for the remaining hours.

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Monday, 22 January 2018

Multi Company- Multi Warehouse with Odoo

Multi Company- Multi Warehouse

Now, Multi company with multi warehouse becomes so easy. You can define as much as company and warehouses and defines your routes.

Here, we have structure like :

Parent Company : My Company
Child Company: Your Company
(each company have own warehouses)
  • Child Company(warehouse) always purchase the goods from parent company based on reordering rules.
  • Parent Company check their goods and if haven't enough stock then purchase from vendors and deliver to child warehouse.

Reordering Rules : 

My Company : Maximum (50)
Your Company : Maximum (10)

Let's assume 0.00 qty in both parent and child Company/Warehouse.

Now, as per system setup the scheduler run(mainly at midnight) and create related order based on available qty.

Here, we have 0.00 qty in both warehouses and we have rules to get stock so on scheduler run the system will automatically create related purchase order/Manufacturing Order.

  • Purchase order created for Parent Company
  • And Internal Transfer Created for Child Company

So stock Picking will be created like below :

Receipt : Vendor -> My Company/Stock

Delivery : My Company/Stock -> Transit

Receipt : Transit -> Your Company/Stock

Steps to do (configuration) :

  • Create new company (on company creation system automatically create warehouse)
  • from inventory activate access rights to configure multi warehouse and routes
  • go to newly created warehouse and tick option "Resuly Warehouse"
  • and deactivate "Purchase to resupply this warehouse" as we are not purchasing goods for this warehouse
  • That's it you have done your configuration of your warehouse....
Now, its time to configure your products
  • Either you can import or create products in your system (Import, if you have more than 100 products)
  • on product configure routes : Buy + Resupply('Your Company: Supply Product from My Company')
  • add vendors of different company (note. before doing this you can give multi company access to your user, so user enable to set company on vendors)
  • for each company(warehouse) create different reordering rules(don't forget to set proper warehouse+ company on rules)

That's it.

If everything will be fine and if you run your scheduler, picking will be generated..


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Friday, 22 December 2017

Skip Quality Check for some products

Skip Quality Check for some products

Suppose your business have 3 steps receiving process. (Vendor -> Quality control -> Stock)

But in some of the cases you have some products that don't need to check quality. So in this case you want to configure your odoo like to skip quality check for some products.

This one you can do easily by configuring your warehouse default route.

- When you activate 3 step strategies for purchase in Odoo, the route will be created and assigned the warehouse.

So first you need to make the generic step route to product category specific.

To do follow the steps:

1) Make the warehouse route to product or product category specific (by removing warehouse field on route)

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2) Create another route like Supplier -> Stock . (tick apply on product and/or product category)

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3) Assign newly created Route to product/Product category, That's it...

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4) Also assign the 3 step route to 'All' category.

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