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.

Video :


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Join Odoo Functional Whatsapp Group

Odoo Functional Whatsapp Group


Join and share your Odoo Functional knowledge.
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Learning is a continuous process.

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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.

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





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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)


Uploaded by Awesome Screenshot Extension


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


Uploaded by Awesome Screenshot Extension


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


Uploaded by Awesome Screenshot Extension


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


Uploaded by Awesome Screenshot Extension



..Enjoy..

Resupply Warehouse(inter wh)

Resupply Warehouse


This is the case with Multi Warehouse in Odoo. When you have more warehouses then there is need to set the supply path for stock movement from one warehouse to another one.

Movement between warehouses.

Let's take one example,

Suppose you have two warehouses 'Pune' and 'Bangalore'. Pune is your main warehouse and Bangalore is your subsidiary branch.
(here we taken example of two warehouses, but there may chances of more warehouses)

Rules :

- Bangalore Warehouse never purchase the goods, instead whenever they need goods they generate Purchase order for Pune warehouse.

And Pune warehouse purchase the goods and transfer the goods to the Bangalore warehouse.


Configuration(detailed described in video) :

- Create two different warehouses
- On warehouse(Bangalore) set always Default resupply warehouse : Pune warehouse
- On Pune warehouse set option Purchase to resupply this warehouse
- Create Product and define route (Buy , Respply from Pune)

That's it.

- If want first check stock and then set create PO : Buy , Bangalore: Supply Product from Pune

Video



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Close Financial year in Odoo ?


Close Financial year in Odoo

As of now we are in end of year, we need to close our financial year and start new year. So in Odoo important question is how can do or achieve this?

We have to transfer the Closing balance of the year to the opening balance of the new financial year. You can do this thing automatically in Odoo V11.

Before processing make sure the following things,
  • Fully Reconciled your bank accounts,
  • Check all your customer invoices/Vendor bills recorded and approved
  • Check your expenses and make sure you have all your expenses approved and paid.
  • Verify your taxes(to do check tax report and verify that)
  • Check your unmatched payments,invoices and statements and match those ones.
  • Do your manual adjustments
In Odoo, we have two dates which are very important.

Lock Dates
  • Set "Lock date for Non-Advisers" to the last day of the preceding financial year. You can find this settings under accounting configuration.
  • Set Lock date for all , before doing this make sure you have done everything within date

In Odoo no need do end year closing entries.

The reports are created in real times. Based on Fiscal Year last day you can filter last year or current fiscal year in reporting.

As a accountant you have to do only allocate current year earnings, before lock date you have to do this(normally, Lock Date : the last day of the fiscal year).

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Thursday 7 December 2017

How to connect Bluetooth printer to Odoo POS/POSBox ?


I came across this feature and try to assume how can we do the same thing.

Not Tested !!!

-> You can connect your Bluetooth device to your laptop/tablet.

-> Assign static IP to connected device (so now it is in your network).

-> Now set this IP in your POS, and when you click on print it will print via connected device.

(for now you can set printer to your kitchen printer, and from pos screen once you add products to your cart click on 'Orders' button)

Note : If someone test and if success either with above steps or your own please comment on this blog. This may helpful to lots of friends.

..Enjoy..
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