Know what happened around Odoo in November 2019

Dear Reader,
Being an expert of ODOO Since 12+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for October 2019. Please note down theODOO tips coming out of Media around ODOO especially Twitter and Facebook. Let's thank to them.

• Odoo rated number 1 ERP software by Capterra. #odoo https://www.serpentcs.com/

• #Odoo13 Education and Skills in Employee Form shows better UI representation of One2many data rather than a conventional tabular view. This gives us an idea of UI level customization which can be done for O2M. #Futurelens #Odoo #Mobile #App #Web #Graphics #Designing #Ui #Ux #ERP
• Account Voucher Report payment receipt - This module provides utility to print payment receipts of customers and suppliers. https://odoo.com/apps/modules/12.0/account_voucher_report/ #Accounting #voucher #report #payment #Receipts #invoice #suppliers #software #odoo #AppStore #erp #serpentcs
• Using self.write or even self.field_name you can update the field inside the wizard and keep the wizard unclosed
• Odoo Development Tutorials Module is Published in Odoo App Store. Now easily you can download it from apps rather than taking it from Github. Download From: https://apps.odoo.com/apps/modules/12.0/om_hospital/ Video Playlist: https://youtube.com/watch?v=BDepk0  
• @OdooCommunity  module for PoS : Use images for payment methods. Very simple module available for V12. Review welcome here : https://github.com/OCA/pos/pull/409 
• Fun fact: #Odoo 13 has 123 available widgets. Somebody asked which new widgets where added in V13 (https://odoo.com/forum/help-1/question/widgets-in-odoo-13-158814) so I was curious about how many there actually are & its usage. Top 3 usages: many2many_tags, 329 times. statinfo, 203 times monetary, 188 times
• #Odoo R&D peek: Get customer signature on delivery order. Works on mobile too. https://streamable.com/hvd60 https://github.com/odoo/odoo/commit/596b246f93f62498fc700bec8826f08d384e8282 #odoord
• #Odoo R&D peek: Odoo POS now supports Raspberry Pi 4 B. https://github.com/odoo/odoo/commit/52d4ada23028630ddcfcca986a654fbd732f0f1c #odoord
• #Odoo R&D peek: Retrieve weight from your connected scales when putting products in pack for delivery. https://i.imgur.com/y7bvrOH.png https://github.com/odoo/enterprise/commit/cb13613d178199742a364a9189c7ab523caf5047
• #odoord

 

• Odoo R&D peek - Ask your customers to sign your delivery orders ! #odoo PS: it works also in mobile

 

 

Some parameters of #Python 3.6 which were compatible in #Odoo12 didn’t work for #Odoo13 whose compatibility was extended for #Python 3.8. Due to these compatibility issues, the #account module encountered an error. To fix it some mandatory parameters were added. #Odoo

• Tip: active_id in #Odoo might actually not hold the real active_id! It is only correct one     level deep, otherwise you cannot trust it. Use self, active_ids or unique context keys instead, which is always correct. See https://github.com/odoo/odoo/issues/39070#issuecomment-556977477 for the full info
• This module adds a set of financial reports. Account Report https://apps.odoo.com/apps/modules/12.0/account_v12 #accounts #Financial #report #OpenSource #SerpentCS #odoo #gold #partner

 

 

• #Odoo14 will warn you If you are Requesting Leave from/for Other Timezone. More details at https://github.com/odoo/odoo/commit/4f59004a0f407e93cfed2126198208738ed47f9a

 

•  Tip: in #Odoo 14 the emojis widget will move from the social module (enterprise) to the mail module (community). This will allow you to use the emojis widget "char_emojis" in marketing automation or any custom module you'd like! See https://github.com/odoo/odoo/pull/40045 Tip:@odony has posted detailed info about workers and deployment configurations for #Odoo on Github. See https://github.com/odoo/odoo/issues/39825#issuecomment-555175814
• I wonder why #Odoo has added a token in the Paypal payment method two weeks ago. Does anybody know the use or why it should be added? See https://github.com/odoo/odoo/commit/75b1d41237aeb03406ff606a1ea3fc1b3f27a0cb

 

 #Odoo R&D peek: Retrieve weight from your connected scales when putting products in pack for delivery. https://i.imgur.com/y7bvrOH.png https://github.com/odoo/enterprise/commit/cb13613d178199742a364a9189c7ab523caf5047 #odoord

 

• #odoo RD Peek - Generate a single stock picking per PoS session and divide the time to create an order per 2 or more
• 

 

• #odoo R&D peek - You'll soon be able to use coupon and promotion programs in your Point of Sale

• Tip: in #Odoo 14 you'll be able to edit the robots.txt its content from the backend! See https://github.com/odoo/odoo/pull/40715
• 1100 OCA modules on Odoo 12: https://odoo-community.org/shop/page/55?version=14 that's almost the same as for Odoo 11 which proves 12 is really the strong version after v10. 65 OCA modules on Odoo 13. It will take time before Odoo 13 or Odoo 14 will be affordable Odoo versions.https://odoo-community.org/shop/page/55?version=14
• #Tip #Odoo [12.0] Enable features in the res.config.settings

 

• #Odoo R&D peek: Odoo POS now supports Raspberry Pi 4 B. https://github.com/odoo/odoo/commit/52d4ada23028630ddcfcca986a654fbd732f0f1c #odoord
• #odoo tip: when you iterate on many records to build a recordset, it's way faster to use a temporary set rather than updating a recordset on each iteration (which create a new instance every time). Benchmark:
• https://gist.github.com/guewen/a4a2eba5d128b4ed3129866f80571fbd
• Tiny module to add an #unclickable class in #Odoo #web elements like 'Archive' #button. Use and reuse it!https://github.com/OCA/web/pull/1439
• Tip: the first two #Odoo 14 (enterprise) app will probably be approvals_purchase and approvals_purchase_stock. It adds a new type of approval request for who can create purchase orders. See https://github.com/odoo/enterpris
• I noticed that quite a lot of #Odoo configuration views where pretty hard to xpath into.. so I made a PR to fix it. 190 extra ids/names for easy xpath expressions on 39 files. Hopefully lands into the upcoming V14.https://github.com/odoo/odoo/pull/3961
•  

What are the new features in Odoo 13 - Functional

What are the new features in Odoo 13 - Technical

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Look at the events and customer feedback.
Thanks.

Odoo CRM at a Glance - Open Source CRM Software - SerpentCS

Excellent management is key for any operation or activity, be it industrial, life, office work or even for any business. When we talk about CRM (Customer Relationship Management), we engage many entities i.e. Customer, Sales Person and the purpose of inquiry. Let’s explore why you need CRM and why we suggest Odoo CRM for your organization.

Why your company/organization needs CRM? 

• Contact Management
• Lead Management
• Sales Team Management
• Interactive reports

It is easy and effective when you have to manage limited clients and that can be done by paper work or simply by using notes. One can remember or note down contact details, client requirements and status as it goes further. Well, it is complex to manage all when you have multiple sales team and loads of inquiries to manage. There can be chances that your sales team forgot to jump on next call of action, missing follow ups, no status reports etc.

Let’s see what Odoo CRM offers you with screenshots.

Leads: You can create lead from system and also get leads from newsletters, website and from other marketing efforts. 

Lead Page:

Here you can see all leads in list view and that can be also turned to kanban view. There you will also find various filters to narrow down list of leads based on specific requirements. 

New Lead:

In the above screenshot ,you can see CREATE tab which will allow you to create new lead and add all relevant data. New lead can be assigned to specific sales person to manage it further.

Lead to Opportunity: Lead can be converted to opportunity for further nurturing.

Opportunity Page:

Here you can keep track of leads stage simply by dragging to a new stage. You can rate the lead, set estimated revenue, give it a tag and even schedule activity from there. 

Quotation: 

Once you mark lead as won, you can see create quotation button on top left.

Now you can create complete quotation with product details and can send it to client for approval. Here,I want to address one more cool feature that, your client can accept and sign the quotation by clicking on the link they receive in email. Next screenshot is of new quotation which can be passed to client in many ways, download and print it so you can handover it physically. Send electronic copy by email which will allow online interaction i.e. Sign and Accept.

Accept and Sign:

One can see many interesting functionality  in Odoo Enterprise 12 version, this really makes all easy, superfast and convenient for business owners, managers and even to sales person. 

There are many reports available which can make top management's job easys. All we need is optimization in terms of resource and timeline.

Lead Analysis Report:

Pipeline Analysis Report:

You can find almost all report filters one can think of from Odoo CRM. As Odoo is modular and can be integrated with other Odoo modules , in one click i.e. CRM can be linked to Website, Sales module, Accounting module etc.. 

Are you thinking of excellent CRM software for your business? Odoo is the best choice for your business as you can leverage the benefits of other Odoo modules as well. Odoo is a complete suite of business applications which is cost effective and booming in the market.

We at SerpentCS, enjoy implementing Odoo ERP for our customers. Get in touch with us if you need more information about Odoo.

How To Choose Right ERP Solution For Education Field? A Detailed Insight!

Technology Rules; and so the Computers! – everyone would agree with this fact. Computers are now omnipresent and have entirely changed the world we live in, towards the better. One such field is the education field where the technology and use of computers have completely changed its way of working as compared to the previous decades.

Right from involvement in different types of learning techniques like online courses to the smart classrooms; the technology has simplified the management of educational institutions. The ERP implementation has revolutionized the education field while helping the schools, colleges, universities and even campuses in improving their operations while making them more manageable and transparent.

ERPs is not a new concept where it has been used as full-fledged solutions in some of the biggest industrial niches in order to ease the management process. With the same aim, Education ERP system has been implemented in the educational field to streamline the process right from top to bottom and vice-versa. Thus, it can be said that having right ERP solution for the educational sector is necessary and so the criteria to select these solutions are equally important. If you are looking for the same, let us first have a detailed insight on some basic requisites to choose right ERP solution for the educational field:

                                          

                                                                                           

• Review the pre-requisites and pre-installation scenarios:
  
  
  The decision of implementing ERP for school, college, university or campus is something that you should not hurry for. Before its implementation, you must ensure that you have enough knowledge about the benefits that you will get with the ERP implementation in your educational institution. First, you need to create a team of teaching and non-teaching administrators, analyze the pre-requisites, develop objectives of the system and prepare rough data of an entire plan. This well-defined research with automated analysis, well-defined objectives and scope of implementation will help in the smooth implementation process.

• Choose ERP software according to your requirements:
  
  
  The ERP software is going to handle most extensive and complex processes and so based on that, there are various types of ERP software available in the market. Before selecting any of the ERP software, you must first carry out intensive research on different types of Education Management Software available and simultaneously match it with your pre-defined requirements. One of the best ERP software for the educational field is the EduERP that gives optimal results according to the queries and requirements.

        Once you are done with the process of selecting and buying ERP software,
         the final stage come   and that is implementation stage as follows:

• Collecting and storing data in the database:
  
  
  Carry out a complete analysis of currently available data as it is not necessary that 100% of your data will be transferred as there will be some data that are really old and that too insignificant ones. Ensure that majority of the important data are included in the database and for this create a spreadsheet or CSV file for properly segmenting and storing data. A good ERP will transfer or upload the data from the spreadsheet to the database. One of the best examples for this is EduERP. Ensure that complete and accurate data is transferred to the system.
  
  
• Training the end-users:
  
  
  
  This is one of the most important steps in the ERP implementation. Training the end-users that mainly include staffs of the institution and letting them know the benefits of an ERP software is necessary. Mastering in how the EduERP works will help them a lot and so necessary steps should be taken in giving them training. Important documents, training manuals or other additional tools must be provided to the trainees for better results.
  
  
• Setting your ERP software live:
  
  
  The most important part of ERP implementation process is making the system live on the system. Besides that, proper utilization of the EduERP, as well as timely maintenance and upgradation of the system, is important to the ERP implementation process.

Final Wrap-up:

With the increasing technological trends, the ERP solutions in different fields offer a wide range of support and convenience in managing the system efficiently. With the above post, you will get a brief idea as how right ERP solution will help the education field in simplifying their system management.

Resource :

Odoo open ERP | Open Source ERP and CRM | Odoo services -Serpentcs

Serpent Consulting Services- a leading OpenERP/ODOO service providers has established its flagship since a decade. Being one of the leading members of ODOO community, we have a global clientele reach that not just offer OpenERP/ODOO products but also offers Technical and Functional trainings on different ERP Modules.

 A feature-rich wide range of ERP products namely -:

 Education ERP

Restaurant POS 

Human Resource Management System 

Online Account and Finance System

 Service Industry

 GNU Health

Property Management and many more has been developed at SerpentCS that is successfully 
being used in different industry niche and eCommerce market.

 Visit Us-: http://www.serpentcs.com/