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.

Video

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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 ?


Steps

-> 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.

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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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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 :

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Analytic Distribution in Odoo 12

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.

Configuration

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.

Video

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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,
                Navarangpura,
                Ahmedabad - 380009
Mo.        : +91-9427981001

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.

Video :


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Join Odoo Functional Whatsapp Group

Odoo Functional Whatsapp Group

Join and share your Odoo Functional knowledge.
( Love Open Source, Love to Share knowledge, Free Knowledge sharing)

Learning is a continuous process.

https://chat.whatsapp.com/A4ggYVwkfCV89xE3kIUnUT

(Only Functional Questions, Its knowledge sharing, no professional)

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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.

Let's take one example,

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..

Video

Share knowledge :

If you love Open-Source and want to share your Functional knowledge,
Join whatsapp group : Odoo Functional Group (Whatsapp)

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