ERPNext Tips of the Month September – 2017

Dear Readers,

We have been releasing some useful tips and news around ERPNext every month. Here we go for September 2017. Please note down the ERPNext tips coming out of Media around ERPNext especially Twitter and Facebook. Let’s thank to them.

Here are the tips.

The Significance of Small & Medium Enterprise:

#Developers: Video Tutorials for Frappe Framework:  #erpnext

Configuring and Installing #erpnext looks good and easy installation #SerpentCS


 erpnext is #justgreat Top 6 best Open ERP softwares|  2017 Rankings|

ERPNext Conference 2017: Day 1:

ERPNext Conference 2017:Day 2:

Live coding a new barcode control:

ERPNext Frappe bis 7.1.27 frappe.share.get_users fields SQL Injection:

How to make Request For Quoatation (RFQ):

The basics of how to import users on version 9 rather it be one or 100 in ERPNext.

Sales process all the way through ledger.

School Program Enrollment in ERPNext

ERPNext Reseller Program:

#SerpentCS launches the #Dedicated #QA Services –
#ERP #erpnext #odoo #software #mobile

Tasks and Timesheets management in ERPNext

ERPNext Help videos with scripting

Successful open source projects need organisations backing them.


Resource :


The Significance of ERPNext for SMEs (Small and Medium Enterprise)


Organizations actualize ERP frameworks to coordinate the business procedures of a company and enable associations to get a cut-throat advantage. Enterprise Resource Planning (ERP) is one of the answers for the Small and Medium Enterprises (SMEs), keeping in mind the end goal to confront the worldwide difficulties. ERP is an approach to coordinate the information and procedures of a conglomerate into one single framework. Its fundamental objective is to incorporate information and procedures from all regions of the association also, bind together it, to give effortless and a profitable work process. ERP Systems normally achieve this through one single database that utilizes numerous product modules. ERPNEXT is a product which has all the ERP modules and simple to utilize.

ERPNext is an Open Source incorporated Enterprise Resource Planning (ERP) programming created by WebNotes Technologies Pvt Ltd and is based on MySQL database and Frappe framework utilizing a Python (programming) based server-side structure. Little and fair sized firms can take the advantage of ERPNEXT programming as it is free of cost for one client. The classification can be done as follows:

  • Independent companies are privately owned enterprises, partnerships, or a sole proprietorship that have fewer employees with lesser revenue annually than regular sized business. Expansive organizations have the upside of utilizing propelled information frameworks to deal with their procedure proficiently.
  • Private ventures normally battle to keep things sorted out. They are frequently utilizing a blend of applications like CRM, Spreadsheets, Tally and accounting oversee however not every person is in agreement. ERPNext changes that and enables private companies to get things done. ERPNext causes you to deal with all your business.

With the advanced developments, the ERP systems has been accompanied by new features. Let us have a glance at them:

GST Ready!

Now the system advances with a features solutions for GST ready as per Indian economy compatibility.


Messaging rich feature

ERPNext is providing with SMS facility for the invoices, receipts and other orders.                                                                   erp2

Multilingual Print Facility

Print Formats are the layouts that are generated when you want to Print or Email a transaction like a Sales Invoice. There is change language facility in print option so that customer can take print as per the requirement.


Document Versioning

The system maintains all the changes of a document with the information of user and timestamp.



Hiding modules

Modules that are not concerned for a particular user are automatically hidden from them. Those users have no permission to access the documents within that module. For example, if a User has no permissions on Purchase Order, Purchase Request, Supplier, the “Buying” module will be automatically hidden for that User.



Cheque Print Template

Any of the business includes payment module that is used to pay various parties like suppliers and employees. This payment facility is availed through various modes like cash, NEFT or cheque. If there is cheque payment, you can create a Print Format for printing Cheque from ERPNext based on the Payment Entry.



Setting Up Dropbox Backups

You can automate database backup download of your ERPNext account into your Dropbox account.

Explore > Integrations > Dropbox Settings

Social Media Login Keys

  1. Social Login enables users to login to ERPNext via their Google, Facebook or GitHub account.

This is how ERPNEXT is changing the ERP industry with a lot of innovative features. Contact us now to discuss your ERP requirements for ERPNext implementation.

Resource :


SerpentCS Showcases Solutions GITEX 2017


GITEX Technology week is going to be scheduled from 8th October 2017 to 12th October 2017 where the SerpentCS will represent it’s ready solutions for businesses & various services for SMEs and Enterprise ERP implementation. With an aim to create an impact on Start-ups and SMEs, we are going to present our OpenSource ERP expertise to Odoo partners, consulting and implementation software companies as well.

We are active in building a number of innovative Odoo-based products and applications that is easy to install and use. Our focus is to serve various business verticals throughout the world and serve them with the ERP business solutions. With the introduction of a new venture – OdooOnline, we have added a new feather to our cap that presents ERP based products & solutions over mobile apps.

We make sure to deliver quality solutions with utmost accuracy and precision through our all-inclusive ERP solutions aiming start-ups and SME’s as end users. Our prime solutions and apps that we are going to showcase in GITEX event is-

Besides that, we will also discuss some of our prime products that include-

We are looking forward to an exceptional GITEX event and welcoming GITEX visitors, Odoo partners and potential clients to explore and discuss our services and products.

If you too are coming at GITEX 2017 event, request your Free Gitex Entry pass here to meet us or else you can stay connected with us through various Social Media channels and get latest updates.

For any suggestions or queries, do write us at


Odoo tips of the Month : Sep 2017

Dear Reader,

Being an expert of ODOO Since 10+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for September 2017. Please note down the ODOO tips coming out of Media around ODOO especially Twitter and Facebook. Let’s thank to them.

Here are the tips.

Please see more Updates:

  1. Odoo news in April 2017.
  2. Odoo news in May 2017.
  3. Odoo news in June 2017.
  4. Odoo news in July 2017.
  5. Odoo news in Aug 2017.

Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 161 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 102+ full time OpenERP/ODOO experts including 3 techno functional experts who were part of core OpenERP framework development and having 10+ years of experience in Odoo/OpenERP. We have conducted 82+ local and international functional and technical training on OpenERP with 93% satisfaction ratio.


Know the pre-requisites for hiring ERPNext Developer for your ERP Project

Ecommerce development can go incredibly great by hiring right developers. The trend of ERP systems are currently buzzing around and so there has been seen a constant increase in hiring right developers for widely increasing ERP Projects. In order to meet futuristic needs of ERP projects which are termed as ERPNext, we need to hire developers accordingly.


Right from gathering the requirements, figuring out your pre-requisites, determining the important features that you need and those that you could eliminate requires a thorough knowledge of your business. As a result, looking for right ERP developer that can fulfill your ERPNext needs is important to make your ERP projects run successfully.

So, while selecting a right ERPNext developer, you need to first ensure some of the most important prerequisites that include- rapid deployment, cost reduction, improved accessibility and usability, flexibility and scalability, efficient business management and many more.

Besides that, you need to keep an eye on some of the basic strategies that can let you have an idea about how to engage your ERPNext Developer with the ongoing project.

  • Carry on the evaluation by yourself or if needed you can hire a consultant for this job
  • Consider all important angles of your project requirements. This should include all the major/minor issues that can arise in the near future
  • Prefer the ERP developer who has hands-on experience in developing projects for different clients/customers
  • You can even hire consultants and take feedback from your current employees that can help you with delivering right suggestions of currently using software

Moreover, before you plan to Hire ERP developer for your future needs- termed as ERPNext needs you should be clear with your currently using software.

As we plan to take the next-gen leap towards ERP development, at times we need to customize the ERP plan that we offer to our clients. A pre-organized ERP plan can satiate the basic needs of the business through professional consulting services offered by SerpentCS. We ensure to offer you numerous advanced ERP solutions that will save your money while delivering effective services that can fulfill your next-gen needs.

Some of the exquisite benefits that you can get from SerpentCS developers are-

  • Strong knowledge in various business domains
  • Rapid Implementation & Deployment
  • Flexibility & Scalability
  • Cost Reduction
  • Ease of communication

As we are widely known for adopting the client-oriented approach, you can be assured of the high-quality services that we offer through our ERPNext developers.

For more information, you can surely visit our exclusive ERPNext services. In addition to that, you will have more detailed idea about our Next-Gen ERP developers from  Hire ERPNext Developer. Also, for personal assistance, you can get in touch with us at-


Odoo tips of the Month : August 2017

Dear Reader,

Being an expert of ODOO Since 10+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for August 2017. Please note down the ODOO tips coming out of Media around ODOO especially Twitter and Facebook. Let’s thank to them.

Here are the tips.

Please see more Updates:

  1. Odoo news in Feb 2017.
  2. Odoo news in March 2017.
  3. Odoo news in April 2017.
  4. Odoo news in May 2017.
  5. Odoo news in June 2017.
  6. Odoo news in July 2017.

Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 161 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 105+ full time OpenERP/ODOO experts including 3 techno functional experts who were part of core OpenERP framework development and having 10+ years of experience in Odoo/OpenERP. We have conducted 81+ local and international functional and technical training on OpenERP with 93% satisfaction ratio.


ERP Mobility: A value added benefit to your OpenSource Enterprise Solutions


Elavon-Odoo Payment Gateway Integration

Elavon Inc., formerly NOVA, is a processor of credit card transactions and is a subsidiary of U.S. Bancorp. It is among one of the leading payment gateways that offers merchant processing in more than 30 countries and supports the payment needs of more than 1,000,000 merchant locations across the globe. The payment gateway – Elavon is the 4th largest U.S. credit card processor. In addition to that, it is a top 6 acquirer in the European marketplace.


With the aim of delivering robust and flexible payment gateway solutions, the Elavon, Southern DataComm (SDC) and Global Card Services (GCS) have come together that already has more than 20 years of experience in global processing networks and gateway technology.

Why Elavon?

The Elavon Payment Gateway offers a smart, affordable solution majorly for small to medium-sized businesses wanting to accept online payments. Simple to manage and easy to integrate, Elavon provides almost everything- a rich set of features that you would need to start accepting payments online. Furthermore, as you will combine Elavon as the online payment gateway and initiate card payment processing, you’ll just have one source for all your processing and servicing needs.

The seamless integration of Elavon’s solution with just one service agreement offers combined and consistent expertise throughout the project. With the streamlined integration to websites and eCommerce platforms, the Elavon Payment Gateway allows businesses, of any size, to participate in the global marketplace. Further it addresses the complexities of online solutions to make taking eCommerce payments easier.

As Elavon is gaining popularity and booming in American Region, we decided to integrate Odoo platform with payment gateway. Not to mention that, there is huge community available in US region who are using Elavon and Odoo, both. Before Elavon, we did integration of Fedex, UPS, USPS and many more shipping services for the same region.

We have a very vast experience in payment gateway integration, as we have a special department of integration services. You can see to see how many payment gateways we can offer with Odoo Integration.

Elavon-Odoo Payment Gateway Integration

Now, let’s move to subject – Elavon-Odoo Payment Integration !

What we have done so far in integration is, once you will confirm order from website it will ask you for payment and we have added option- Elavon, and you will able to pay by this payment gateway.

Elavon-Odoo Payment Gateway Integration

Once you will add any product in your cart and proceed further to checkout, there will be option called Process Checkout.

As you click on Process Checkout option, you will see below screen -:

Elavon-Odoo Payment Gateway Integration

Here you can see, the payment option called Elavon under Payment Method.

Select Elavon payment option and click on Pay Now.

Elavon-Odoo Payment Gateway Integration

Once you will click on Pay Now, you will be redirected to the above shown Elavon screen. You need to enter your card details over here and proceed for payment.

Click on Process to proceed further.

Elavon-Odoo Payment Gateway Integration

On successful processing, the payment will be done. You can see your order confirmation and notification of successful payment on the screen.

Elavon-Odoo Payment Gateway Integration

You can also check the confirmation of your order from Odoo backened.

Elavon-Odoo Payment Gateway Integration

Also, you can see your confirmation of payment option.

This is how Elavon-Odoo payment integration works – a smart and affordable solution for small and medium-sized business.

SerpentCS is having a special experience and unique capacity working in Odoo and payment gateways integrations. We would like to assist you on development on any of the payment gateways with Odoo and the satisfaction is guaranteed.


Strengthen Your Business With Real-Time Tour Planning & Tracking System for your field staff Trackoo – Optimize your tour planning with real time reporting

Do you have a large client-base that requires constant touch with your business and products to meet customer demands? Do you wish to set great marketing opportunities while establishing a trend towards availability of more diverse products & services? If yes, then you are surely a step ahead to flourish your business and meet potential customer’s demand in an innovative way.


As your rapidly growing business needs to meet customer demands right on time, you may find it quite complex to stay on track and serve each of them on time. Right? You must be wishing to have a real-time app like staff tracking system that can help you to determine the businesses served by your salesperson or field staff without creating any manual errors. To simplify all these, we are introducing an Odoo-based app- Trackoo, a smart tracking system to satiate your entire business needs. Read further to know more about Trackoo app

What is Trackoo app?

  • A smart tracking app built on OpenERP/Odoo platform
  • Offers tour planner feature that pre-plans the schedule of a salesperson for the areas to be served. By default, monthly tour plan is made from admin/business owner’s side
  • Ensures salesperson management and allocation based on its zone, state, city and area
  • Offers real-time GPS tracking feature for business/client/site location registration and salesperson OR field staff reporting
  • Helps to plan and optimize the trip
  • Calculates deviation in actual location and reported location
  • Offers real-time reporting with map view

How Trackoo app works?

1. Salesperson / Field staff registration and work allocation

  • Define Monthly tour plan
  • Allocation is done on the basis of salesperson / field staff location. Key considerations for this are- zone, state, city and area
  • Complete list of client is auto-filtered in the system and salesperson / field staff is allocated to those clients
  • Staff’s location and reporting status is recorded real-time on Google map
  • You can prepare monthly marketing strategy based on the salesperson’s tour plan

2. Real-time reporting by salesperson / field staff on each client visit

  • Reporting status is recorder by field staff after login into app
  • In case of meeting to new client, field staff registers the name and real-time location of client into system and enters reporting status
  • Real-time reporting is also done for total transactions made by field staff on each client visit
  • In case of failed visit, salesperson / field staff checks “Failed Visit” check box and its location is also tracked in the system
  • Reporting is done only through mobile app

3. Real-time client registration

  • List of all clients is registered by admin itself
  • New client-registration can be done by salesperson / field staff through mobile app
  • Location of client is tracked real-time in the app through GPS

4. Activity report generation

  • Salesperson / field staff activity report is generated with its corresponding location tracking
  • In order to confirm the activity done, distance difference is also recorded in the system
  • False reporting records are auto highlighted if the reporting is done out of deviation range. This means, salesperson hasn’t visited client’s place and did false entry from some other place other than client’s location. This action is termed as “Deviated by Location”.
  • Flexible deviation range till 100 mts. is acceptable

Thus, this is how Trackoo app- a real-time salesperson tracking software works by recording each and every action instantly at real-time, whether it is client’s registration or location deviation by salesperson. Want to know benefits of this app? Read further-

  • Staff Tracking System
  • Sales Person Tracking Software
  • Sales Person Tracking System
  • Staff Tracking Software

Positive Perks of Trackoo app

  • Simplified allocation process of salesperson / field staff based on map view
  • Simplified client’s business registration according to their real-time location. It auto-fills address using Google location feature
  • Salesperson / field staff activity evaluation through GPS tracking
  • Auto check-in and check-out based on GPS co-ordinates
  • Accessible through mobile, desktop and laptops

This App can be best utilized by below Businesses and Industries

– PickUp and Delivery Operations

– Food Delivery Management

– Apointment Schedule for any OnSite Services

– Onfield Salesforce & Field Service Management

  • Pharma Company
  • FMCG Company
  • Telecom Company
  • Banking & Insurance
  • Logistics / Courier Company
  • Home Service Agency

So, this was everything about Trackoo, a smart, real-time tour planning and location tracking app built on Odoo platform. Do share your views on our innovative development- staff tracking software.

If you are convinced with its features and exceptional benefits, give a try to Trackoo app for your business. We ensure this will eliminate all your unwanted hassles and give maximum profits to your business. To know more about our Odoo products, do reach us at