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.

..Thanks..

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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