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Monday 29 December 2014

Single Purchase Quotation From Multiple Procurement's in Odoo

Today i would like to share with you how to "Create Single Purchase Quotation From Multiple Procurement's" with same supplier in Odoo V8.

Features:
  • No Need to merge purchase quotation with same supplier.
  • Accuracy about real time needs.
  • Auto sum same product Qty
Lets start with product configuration,
  • Product One(Stockable , Buy+MTO, Supplier: Rohan Nayani)
  • Product Two(Stockable , Buy+MTO, Supplier: Rohan Nayani)


Navigate to sales quotation then create two different quotations,

Confirm these sales quotation's one by one, odoo will create procurement's automatically,
  • Product One : 2 Qty (From SO009)
  • Product Two: 3 Qty (From SO009)
  • Product Two: 8 Qty (From SO010)

Run Scheduler


Go to Purchase > Request For Quotation
You will see only "One quotation instead of Three"(Like openerp7).

Tidy Step To Excellence

Technically say "make_po() improvement in Odoo V8"
Odoo Guys rock!!!

Hope this help you To Build Your Business With TidyWay.
Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

Friday 26 December 2014

"Suggested Products" will make next door of Opportunity

Today i would like to share with you, how you will get "Next Door Of Opportunity" with "Suggested Product" features in Quotation.

This feature is default available in Odoo V8, you need to install website_quote module first.

Lets create one Quotation Templates with "Suggested Product",
Navigate to : Sales>Configuration>Quotation Templates


We use this template into Sales Quotation,

Send it to customer via "Send By Email", so customer will open that quotation via portal,

"TidyWay" already suggested to customer that they will give "Advance CRM Training" with 10% Discount.

Customer impress!!, They are ready to purchase :).
Customer will click "Add To Card" button to add this product into the quotation and write some notes.
Next Door Of Opportunity

It will auto update whole quotation with "Suggested Products"
Tidy Step To Excellence

Features:
  • Hand to Hand Marketing
  • Easily Editable
  • Boost Your Business

Hope this help you To Build Your Business With TidyWay.
Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

Tuesday 23 December 2014

Top Selling / Most Selling / Fast Moving Products Report in Odoo

Hello,

Today i would like to share with you, How can purchase department "judge" its future business.This report will saw you day to day "Fast Moving / Most selling / Top selling Products ".

Features(Qty wise):
  • Day to Day Max. selling Product,
  • Monthly Max. selling Product,
  • Yearly Max. selling Product.
Help Us:
  • Purchase Manager can easily "judge" about future purchasing,
  • Manage Planogram concept,
  • We can easily get idea about which product needs combo(Free+Fast Moving Product).
Sample Screenshots,
Tidy Step To Excellence
Tidy Step To Excellence

Hope this help you To Build Your Business With TidyWay.
Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

Sunday 21 December 2014

Section wise cool Quotation/Sales/Invoice Report in Odoo v8

Today i would like to share with you, how to make a cool "Category Wise" quotation/sale/Invoice Report "Without Any Customization" in V8.

Odoo providing default feature to you just you need to install "sale_layout" module first,

Navigate to Sales/Configuration/Report Layout Categories.

Features:
  • Category wise Subtotal
  • Category wise Separator
  • Category wise Page-break
  • Category wise Sequence
Lets create Section Categories,
  1. Service
  2. Excisable Products
  3. Non-Excisable Products

Go to Quotation then assign section in each line,
Print Quotation Report,
Tidy Step To Excellence
"Kool" Report will be reflected in invoice also,
For that Confirm this Quotation > Create invoice > Print Invoice,

Hope this help you To Build Your Business With TidyWay.
Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

Wednesday 17 December 2014

Merge duplicate partners in Odoo v8

Hello,
Today i would like to share with you, how to merge "customers/suppliers/contacts/partners" into Odoo V8.
We can say "Biggest Conflict Resolve".(Sometimes beginners have made the mistakes of generating invoice,orders... with duplicate contact).

Odoo v8 providing you to "Deduplicate Contacts" feature default in CRM module.You need to install "CRM" module first.

Lets go into detail,
I have  created two customer invoice already,
  1. Rohan Nayani (Amount : 25200)
  2. TidyWay Software Solution(Amount : 44000)



After some time, we will decide to use only one contact(Rohan Nayani) instead of two.So how can i convert all data(like invoice,orders..) with "Rohan Nayani"?.
  • Both contact have same E-Mail.


Merge Process
Go to Sales > Tools > Deduplicate Contacts.
There are different comparison to merge partners(You can customize your own).
-Same Email,
-Same VaT,
-Same Parent Company,
...

Click to "Merge with manual  Check", so it will saw you all contact with same email Addresses.

Click to "Merge Selection" Button,it will replace all data into single contact like sale orders, purchase orders, invoices...etc.

Goto Customer invoice and check it,
Tidy Step To Excellence

Hope this help you To Build Your Business With TidyWay.
Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

Monday 15 December 2014

Quality Control Management in OpenERP v7

Today, I would like to share with you, How to manage "2-step unloading" at warehouse in OpenERP v7. Its also called as "QC Management".

Features:
* Single Form To Manage
* Easy to move goods from QC to STOCK Location
* Receive Qty
* Approval Qty
* Reject Qty
* Return Qty

Lambda user can easy to operate everything in a "single form".
Here sample video,

2-STEP UNLOADING AT WAREHOUSE

Hope this help you To Build Your Business With TidyWay.

Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

Friday 12 December 2014

Inventory Report in OpenERP v7


Today i would like to share with you , How to judge your business with inventory report.This report will saw you real time "Inventory chart" on your hand.
* Same Report we have already migrated for v8.

Features:
1) Day to Day Stock Counting.
* Starting Inventory
* Sold Goods
* Received Goods
* Internal Movements Goods
* Adjustment Goods
* Ending Inventory

2) Multiple Dates Inventory.
* Starting Inventory
* Sold Goods
* Received Goods
* Internal Movements Goods
* Adjustment Goods
* Ending Inventory

3) Sort By
* Warehouse
* Product Category

* We have provided also filter by warehouse and company.
* You can judge your business in a few moments.

Here some samples screenshots,

1) Select your choice,


* Selected Sort by "Warehouse",


* Selected Sort by "Product Category",




For more info contact: contact@tidyway.in
Skype: tidyway.in
Visit Us: www.tidyway.in

We are here to build your business with TidyWay.

Sunday 7 December 2014

Purchase Tender Process in Odoo (Formerly OpenERP)

Hello,
Here i would like to share with you how to manage Purchase Tender process in Odoo v8.
Goal : Choose the "Best supplier at the best price".

- Odoo provide a tremendous tender process(Calls for Bids Terminology) in v8.
- First you need to install "Purchase Requisition" module into Odoo.


-After installing it, go to purchase configuration and enable "Call For Bid" option then Apply it.



 Go to menu : Purchase > Purchase > Calls For Bids(Call as Tender)

Tender Process: 
a) I have created tender for 2 items(which we want to purchase from suppliers.) in draft stage.


b) Click to "Confirm Call" button  to confirm this tender, After confirmation you will see a button "Request a Quotation" left hand side below.

c) Click to "Request a Quotation" button,  you can choose supplier one by one which you want to generate quotation.(Don't forget to click on "create request for Quotation")



d) Here I have created 2 quotations for 2 suppliers("Rohan Nayani" and "CamptoCamp"), you can create multiple quotation depends on your business.


Supplier Quotation Process: 
- Odoo send default email to supplier (or we can send manually email to supplier) about to your quote has been generated from our company.
- Both Supplier will give full effort to win this BID(TENDER).
- Like, Rohan open his own quote and try to give best price and save it

- Same another side camptocamp open his own quote and try to give best price and save it

* Click Purchase Portal for more detail.

Close Tender Process
- We will go back to tender(call for bids).
- Tender bid deadline time is over so we will close this bid.


Bid Lines Selection Process(Supplier's Quotations Comparison Process).
- You will see button "Choose product lines" to choose best supplier with best price, click to this button, you will see tremendous feature for quotations lines selection.

- You will update qty for how many qty want to purchase from which supplier(Now selection are in your hand), then confirm it(By yellow true mark sign to confirm it).


- After completion of selection process click to "Generate PO" button to handle all process dynamically.



- Features:
    * Dynamically Change Quantity,
    * Generate Different order With Different Quantity,
    * Its like Real Time Tender Process.
    * Other all Quotation will  automatically Cancel by Odoo.
    * You can choose best supplier at best price.

Hope this help you To Build Your Business With TidyWay.

Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in