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.

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DOST – Delivery Order, Signed and Tracked : A Friend of DeliveryMen

Serpent Consulting Services Pvt. Ltd. comes up with a product called DOST – Delivery Order, Signed and Tracked.

It will be a handy tool for the deliverymen to handle the orders efficiently.

Have a look at the video

 

 

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.

erpnext

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- contact@serpentcs.com.

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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.

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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 serpentcs.in 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.

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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.

trackoo1

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 contact@serpentcs.com

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Odoo tips of the Month : July 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 July 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

Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 159 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 81+ local and international functional and technical training on OpenERP with 93% satisfaction ratio.

Look at the events and customer feedback.

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Explore the New Innovations of OdooV10 as Compared to V9 And V8

What’s new in Odoo 10? – A Deep Insight

Odoo – An entire suite of Enterprise Business Management Applications offers solutions for almost all the business enterprise needs. The popularity of the Opensource Odoo ERP platform was buzzing since its release and it observed a number of technical advancements in the recent years. Keeping user convenience in mind, the recent developments in Odoo have made it the most reliable and highly sustainable ERP platform in the market, especially for the customized business applications.

OdooV10 as Compared to V9 And V8

So, let us have a quick walkthrough on the recently released Odoo v10 – the Best one till now:

Odoo Website Builder – The Most Buzzing Feature -:

User can experience a complete revamped web page editor that offers better performance and optimized usability. With an entire set of new features, one can relish new options like-

  • New media manager for faster media uploads
  • Real-time sales follow-ups with new customer portal
  • Development of new building blocks in the official themes
  • New and improved Blog customization tools.

Odoo E-Commerce – The Most Improved Feature -:

Following are some of the most improved features of Odoo E-Commerce-:

  • Flawless integration of Google Analytics with dashboard and backend that can allow you smart tracking of sales flow with visitor traffic.
  • Two new payment providers which is relaxing news for developers.
  • Development of new tools for a better online promotion of products. This includes the possibility to add multiple images for single product and zoom it, adding attributes for specific products, options to display product price with or without calculated sales tax.
  • Real-time delivery alerts for visitors in case if a product is out-of-stock.

Odoo Studio – A Brand New App -:

This is one of the newest application that allows to create or customize other Odoo apps by appending just single line of code. With this, a non-technical user can also create a new Odoo app. Besides this, a user can customize reports and actions, design custom views, create new menus and many more. Briefly stating, there are endless virtual customization opportunities.

Odoo Expenses – A Chip of HRMS -:

This app is a part of Human Resource Management where a user can easily send the expense notes to their manager. With just a single click, the record of reimbursement has become simple and even sending expense records with email has become simple.

Odoo Helpdesk – Another New App for Customers -:

Another brand new release in Odoo version 10 helps in managing customer service or support task in a much better way. Creating and assigning tickets for each of the tasks can be done easily through email, website forms, live chat sessions or even through third-party apps. In addition to this, a public FAQ or Forum can be added to a web page along with dashboard helping you to get a complete overview of the actions, activities and performance KPIs.

Odoo MRP – A Hub of Awesome Expanded Features-:

You can have idea of Odoo MRP just by knowing the fact that it can allow an average manufacturer to simultaneously use around 10 or more different applications for running their business. Even if these apps have high level of complexity involved in terms of workflows and integration, Odoo MRP would run seamlessly. It integrates BoMs, OEE, MPS, Work Center Tablets, Schedulers, PLM, Quality Management, Maintenance and many other features.

Thus, these were everything about the Odoo 10 – What’s new and what has improved with the opensource Odoo 10 platform. Now, let us have a quick look over the main features of Odoo V9 and Odoo V8.

OdooV10 as Compared to V9 And V8

Odoo Version 9 -:

Main Focus: New redesigned accounting features, Odoo Community got split from Odoo Enterprise -:

The major upgrade in Odoo v9 was improvements in Accounting & Finance module. I can say this was the most important feature in Odoo 9, made the improvements in global accounting standards to make accounting easier. With the new redesigned accounting features, one can send invoices by post mail in with just 1 click and interface online with 24,000 banks. Further, it supports all bank formats and multi company features, simplified reconciliation and ‘perpetual closing’ to get a real time of the financial performance of the company.

Other important features -:

  •  Complete new user interface with attractive responsive layout
  •  Offers subscription app to control recurring revenues
  •  Easy financial accounting and advanced inventory management
  •  eCommerce integration with the third parties
  •  Discussion panel through public or private channels

Odoo Version 8 -:

Main focus: Redesigned Inventory and WMS, Support for CMS that includes- eCommerce, website builder, point of sale and business intelligence

Other important features -:

  • Easily configurable faster and easy to use interface with wide range of productivity  improvements
  • Integration of new apps including marketing apps, full hardware support, new WMS and CMS
  • Improvements in existing apps and new website builder and CMS along with other technical improvements
  • Faster user interface with improved search view and backend database. Integrated  advanced form views and graph views
  • Google Doc integration

Generally, Odoo has been considered like a revolution in the ERP (Enterprise Resource Planning) as it offers highly customizable business applications. It covers a majority of the business areas like Manufacturing, Sales, Project Management, Warehouse Management, CRM, Financial Management and Human Resources- just to name a few. Thus, Odoo 10 that has just released with new features and many of the improved features, helps the eCommerce store owners with best options to develop their business applications.

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Have A Quick Glance At Hassle-Free Salon and Spa Management System

When it comes to getting relaxed from regular hectic schedules, different people have different ideas. Some spend their time by going at adventurous trips, while others opt to spend quality vacation time at their dream destination places. Some of them even opt to rest in Spa and Salon to beautify themselves, right?

spasalon

Generally, Salon and Spa is a great place to rejuvenate oneself in just short period of time. Taking out just few hours from regular working schedule can make you feel refreshed. Also, this has become one of the prime necessities to relax our tensed body. But at majority of times, people opt to relax at home and avoid going Salon/Spa due to mismanagement of their working schedules. This ultimately at some point leads to dissatisfaction for customers and so opt to visit Salon/Spa occassionally. But what if we offer you a better option for managing regular Salon & Spa activities. Isn’t that great?

Have you heard about any Salon management software or Spa management software that can ease your hassles? You must be little bit surprised, but yes- we are presenting a flawless Salon and Spa management system that can help you to get organized with your daily activities with minimum hassles. We have designed an automated ERP for Salon management and Spa management as well, especially keeping Salon and Spa owners perspective in mind. Let us have a detailed focus on what our Salon and Spa Software offers you:

Salon and Spa POS Features:

  • Easy Booking and Scheduling
  • Staff/Beautician Configuration
  • Staff/Beautician Management
  • Staff/Beautician Commission Management
  • Chair Management and Allocation
  • Customer Management
  • Analysis of Revenue
  • Membership Enrollment

Let us have a detailed look at its features one-by-one:

1. Easy booking and scheduling

  • Phone Call Booking with addition of Multiple Services
  • Easy calendar view to manage appointments
  • Queue management feature

2. Staff / Beautician Configuration

  • Staff configuration is done against respective specialized services
  • Staff / Beautician is allocated to customer according to the service they choose
  • Booking number, check-in date & time and commission is configured

3. Chair Management

  • Allocation of chair to staff / beautician to work on it.
  • Easy viewing of allocated chairs and empty chairs.
  • Helps in providing quick service.

4. Staff Management

  • POS system for salon makes easy to select right staff / beautician for right work and for right customer.
  • Manager can allocate the task to the staff / beautician on customer’s preference also.
  • Manager select the beauticians based on their skills.

5. Order Execution

  • Customer proceeds with Booking id to take their services
  • On entering booking id, the list of your requested services are displayed on GUI screen
  • List of services will be updated as the service is progressed

6. Manage Commission of Staff / Beautician

This feature provide two types of methods to give Staff / Beautician commission:

  • By Section Method:
    • Commission is given on the basis of how much revenue is generated by the Staff / Beautician
  • Fixed Percentage Method:
    • Commission percentage remain fixed
    • Manager has to enter that % in the systemnd commission is included in the salary of staff / beautician

7. Manage your customers

  • Maintain customer database personal information, sale history, preferred services and stylist
  • Maintain client relationships with detailed appointments history, preferences, future bookings and contact details

8. Membership Enrollment

  • Customers can enroll themselves as the member of Salon
  • Customers can choose to be a member of particular scheme from the list of available schemes
  • This can help members to enjoy special perks for their selected services

9. Service Payments:

  • Finally customers pay for their hired services
  • Receipt is generated under the Booking id / Order id of the customer

10. Calendar View (For Advanced Bookings)

  • Calendar view is for the advance booking of services by customer
  • Advance booking is done through phone call

11. Analysis

  • Company Analysis: Analysis of Company Performance
    • Ex. Target Performance Vs. Actual Performance
  • Revenue Analysis: Analysis of Revenue Generated by Company
  • Analysis of Staff / Beautician: Based on Staff / Beautician Performance
  • Customer Analysis: Manage Customer Database
  • Analysis on Daily, Weekly, Monthly and Yearly basis

This is how our Salon and Spa system works.

Right from booking of order, to chair allocation and from chair allocation to seamless execution of services and receipt generation, everything is done systematically in Odoo ERP flow. As a result the Salon and Spa owners as well as customers are benefitted with this flawless system. Some of the major benefits are listed below:

Benefits of Salon & Spa Management System

  •  Full ERP for Spa and Saloon Business
  • Replace your Daily Admin Tasks with Automation and Tools
  • Dashboard Displays up to date Bookings, Actions and Notifications
  • Manage Available Service area/chairs for Optimum Utilization
  • Fits any Size Business
  • POS Results in Increased Revenue
  • Print or Email Receipts
  • Supports Barcode Scanner
  • One Click Commission Calculation Reports
  • Comprehensive Membership Management
  • Easy to Launch Schemes and Packages on Festivals

Thus, it can be said that a comprehensive Salon & Spa system has been built keeping in mind the convenience for Salon & Spa owners and customers as well.

For more detailed understanding, you can refer our Spa and Salon presentation.

So, what’s your take on this salon management software and spa management software? If you still have any query, you can surely reach us on business@serpentcs.com.

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