How to Implement Odoo
The Top 6 Benefits of Implementing an Odoo ERP System for Your Business How to Implement Odoo: Odoo is a promising ERP software evolving rapidly in the market. Odoo has launched its version16 recently. It is considered as the latest and advanced version. Odoo is updating their versions regularly to keep their users in trend. On the other hand, Odoo has active contributors who develop and publish Odoo apps regularly in the app store. Implementing an ERP system is an ambitious process which require careful business analysis and training. It is mandatory to know about Odoo before knowing about implementation process. To know more about Odoo, check out our last blog. Banibro IT Solutions is one of the Odoo partners currently serving in different countries with many successful implementations depending on the customer needs. We are also active contributors in Odoo Apps store. With the young and fresh talents guided by experience minds , Banibro supports Odoo implementation to the customers. If you decided to proceed with Odoo , you can use this blog as a reference for Odoo implementation process. Implementation Process: 1) Requirement Gathering: Whenever you are planning to implement an ERP, its mandatory to understand the business objectives. Deciding to move into an ERP system is easy but successfully implementing the system will be more difficult than expected if we don’t analyse the business properly. It is mandatory to study the business workflow in detail and prepare a documentation on the study. Requirement meeting should include all stakeholders of the business which includes CEO, CFO ,end users , etc., Each and every business flow to be carefully studied and documented . 2) Analysis: Based on the document prepared, requirement have to be analysed properly to do Fit Gap Analysis . Fit Gap Analysis is an important step in the implementation cycle so there is no need to reinvent the wheel. Odoo is a pre-built ERP system which has its own workflows which should not be affected with any kind of customization. Too much of customization will make the ERP system instable , so it is advised to comply with existing business standards. Odoo is built with standard business procedures so it is advised to follow the same procedure to a greater extent. In case of customization , expert team is required to handle it without affecting the base system. 3) Project Planning: Project Planning is more important before initiating the development phase. This will give all stake holders a clear picture about the timeline and deliverables. Project Manager will follow the project plan and make necessary actions to complete the tasks in the planned timeline. 4) Deployment: Once the project plan and deliverables have been clearly defined, development team will start working on the requirements. If any customization identified during Fit Gap analysis, it will be developed and deployed in the server along with the default features. Once configuration and customization is done, the software will be deployed on UAT server for user to test the system. 5) Testing: Users should test the system properly as per the initially agreed requirement. While testing the system user should understand the fact that user have to adapt to the process rather than making the system change as per your specific need. Once Testing is done without any bugs or issues, it will be moved into production. 6) Training: Training is an important phase in the life cycle which will be conducted along with the testing phase. It can be conducted as per user wish in a single session or multiple sessions. Understanding the system will help users to achieve greater efficiency. Department wise, Role wise Trainings can be conducted as per your need. 7) Go Live: Finally, your system will be on live and users start to use the system in their day to day work. But, it shouldn’t be misunderstood that it’s the end. Maintaining the system properly is more important than deploying the system. ERP implementation is a continuous process where the system will improve continuously as per the practical difficulty faced by the users. So , it is mandatory to have a proper maintenance plan for the system. Conclusion To conclude, ERP may look like it is a time consuming process, but when a system is in place you will enjoy the benefits of all those efforts. There are many proven examples of using an ERP system ensures to achieve greater productivity and performance. And Odoo can help you streamline your business process in an easier way . Though Odoo is a greater platform, it may fail if you don’t select right partners to implement the system. When you need a right partner to implement your ERP, you can always do reach us at info@banibro.in. Design Want to know how we can help? Talk to our ERP experts! Get Free Consultation +91-93422 58771 Send queries to info@banibro.com For Enquiry
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Unleashing the Potential of Odoo Customization: Transforming Business Practices for Success
Unleashing the Potential of Odoo Customization: Transforming Business Practices for Success Business practices differ from each and every organization even though they are from same industry. It is a necessity that a system should be customized according to the business needs. We should concentrate on business needs and ideas then it should be customized and deployed in the system .Odoo supports better in case of customization due to its modular structure. Though Odoo is fully packed with many features, some times we have to comply to customer needs if its really necessary. An ERP Software system should run in customer’s way. So customizing the system without affecting its performance and workflow is highly recommended. You can develop a separate module in Odoo to satisfy the current requirement when arises. It requires in depth knowledge of Odoo so its important to choose reliable partners. You should know about Odoo customization in detail before choosing to customize the system. 1) Understand the need: It is important to understand the need of the feature in all aspects. It should be classified as must have or nice to have feature. If its nice to have then its not necessary to customize immediately. Must have or nice to have will be decided by several factors like usage frequency, affecting factor and user. For instance, if a user is asking to automate importing Bill of Materials in manufacturing, it’s an useful feature but when you analyse deeply, it will be used once or twice in a year. If the feature is not developed also, the operation won’t get affected and it will run smooth. Likewise, every requirement to be analysed in detail before commencing the customization. 2) Customization Options: Odoo is a popular ERP system with many active contributors around the world. You will always have more options to choose with. So whenever there is a need, initially it should be checked in Odoo default. Most of the features will be updated by Odoo in its every latest version. So, your need will be fulfilled in Odoo default at the maximum. If not, there are 10k+ modules posted in Odoo app store we can search for the best fit as per the requirement. If any of the app doesn’t fit to the requirement, then we can proceed customizing the feature as per the business need. 3) Best Practise: As we already know, Odoo is a well-built ERP system with its own logic and business standards. Affecting its base workflow will have serious consequences making the system to fail. So, it’s important to know that its not advised to overwrite the basic workflow unless if its necessary. Its also mandatory to maintain proper documentation for the code. And it should be regularly updated as per the change. 4) Choosing a Partner: As we know, its mandatory to write the code without affecting the smooth running ERP system. It requires lot of technical expertise and functional knowledge. So you should select a right partner when you choose to customize your ERP system. Otibro is mainly known for its deep technofunctional knowledge and expertise in Odoo. We have done many fully customized successfully running Odoo instances on live. You can choose Otibro as your trusted ERP partner, we can help you achieve greater productivity and efficiency. Benefits of Odoo Customization: Easy Installation Cost Effective Flexible Lesser development time Support Conclusion Odoo is a powerful tool to play with it and make it work as per your innovation. But its mandatory to know about Odoo before playing with its base. It is always recommended to reach out to a Odoo partner like Banibro to ensure your system is taken care of everything. You can enjoy unlimited benefits of customizing and implementing your own system with your own idea. Embark your customization journey with us and enjoy its true potential. Design Want to know how we can help? Talk to our ERP experts! Get Free Consultation +91-93422 58771 Send queries to info@banibro.com For Enquiry
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Know more about Odoo17
Know more about Odoo17 Odoo releases its new version every year during the month of October with exciting and advanced features. Both community and enterprise users can avail the new features of Odoo. Odoo 16 was released in October 2022. Now the expectation begins for Odoo 17 since the last version of Odoo had many major updates and improvements in UI as well as performance. So, users are excited to know about the upcoming features of Odoo 17. This blog will describe the expected and confirmed features of Odoo 17. About Odoo: Odoo is a wide business platform and has become the most popular ERP software in recent times due to its competitive pricing and features. Odoo is an integrated ERP software platform with almost all the features and functionalities needed for all types of businesses. Odoo is used in many industries like retail, construction, manufacturing, HRMS, Logistics etc., Odoo has 2 versions enterprise and community where enterprise will have more features compared to community. Depending on the customer’s needs, it can be decided between community and enterprise. Expected Features of Odoo17: The list of features we can expect in Odoo17 is covered here. 1) Enhanced UI As per the latest Odoo update, the image below will give an insight on the user interface and experience. This is the expectation reality may differ in the final release. But Odoo will come up with an exciting UI for sure. Advanced Search: Odoo has an extended search functionality already but they are still extending their search mechanism in different aspects. Now Odoo came up with an advanced search filter where users can easily define the search filter to search records. This option is definitely going to be an advantage for businesses with more data load. PWA: In the past several Odoo versions, Odoo has concentrated more towards keyboard shortcuts to enhance user experience. So Odoo PWA might be updated with several shortcuts which allows easy access of odoo apps. Odoo provides access to select records using the keyboard and easily unselect it through keys. Freeze header: Odoo doesn’t have the header freeze option in earlier versions so when we scroll down the header will be hidden. Now they come up with the option to freeze the header even when we scroll through records. Product Catalog: Odoo may allow us to select products in sale order from Kanban view like showing a complete product catalogue so we can select the required product and add it in the order line. So , users can easily select the product without searching much. Sign Reminder: Odoo reminds you about the documents you need to sign or you need to get it signed. No need to keep all reminders in mind, let odoo do it for you so you can concentrate on enhancing the productivity of your business. In conclusion To conclude, Odoo is always coming up with surprises in its every version. We have got many updates that allows businesses not to worry much about internal operations which odoo can take care of. In the same way , we can expect lot more advanced and exciting features in Odoo17 . To know more about Odoo updates, please follow our blogs, we will keep you posted about Odoo. And you can also ask your queries to us through chat. Feel free to contact us! Want to know how we can help? Talk to our ERP experts! Get Free Consultation +91-93422 58771 Send queries to info@banibro.com For Enquiry
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The Top 6 Benefits of Implementing an Odoo ERP System for Your Business.
The Top 6 Benefits of Implementing an Odoo ERP System for Your Business. Odoo ERP is a wide platform for business management software that is customized and integrated with various business applications like sales, inventory, finance, and more. Odoo ERP improves overall efficiency and productivity for businesses of any sizes by transforming business processes, centralized data and enabling data-driven decision-making 1. Improved Data Accuracy The major benefits of implementing an Odoo ERP software system is efficient data accuracy. This ERP software works under one time data entry making to run throughout the entire organization, assuring everyone in the organization has the access to the same accurate information. This gives a way to reduce errors caused by duplicate data entry or outdated information and improved decision making.In addition, Odoo ERP software engages with a feature of built-in security that protects sensitive information, ensuring that only authorized individuals have access to it. This helps you to reduce the risk from cyberattack, and keeps critical busines information safe and secured. 2. Streamlined Processes Odoo ERP transforms business operations by automated tasks and helps in eliminating duplicates. Businesses can streamline working processes using Odoo such as order processing, invoicing, and inventory management, reducing the need for manual data entry and reducing errors. Business operations are benefited by real-time data offered by Odoo ERP, which helps in identifying operational barriers and inaccuracies in their processes. This helps in optimizing business workflows which improves overall efficiency, and increases productivity by saving costs. 3. Increased Productivity Odoo ERP provides tools satisfying their unique requirements where employees can access real-time data on inventory levels, which allows them to make informed decisions about purchasing and order fulfillment. Odoo ERP software systems frees up employees to focus on higher-value tasks by automating many administrative tasks which requires critical thinking and problem-solving skills. This allows businesses to do more with fewer resources by leading to increased productivity leads to cost savings 4. Improved Customer Service Odoo ERP provides a transparent customer service for employees to access real-time data on customer interactions. This provides personalized service allowing employees to respond quickly to customer inquiries which includes customer orders, purchase histories, and preferences accordingly Moreover, Odoo ERP provides businesses with a rich feature of tracking customer interactions and identifying trends and patterns in customer behavior. This results in improving customer service and maintenance, enhancing customer loyalty and recurring business deals. 5. Enhanced Reporting and Analysis Odoo ERP allows businesses to gain insights into their business operations and well informed decisions by providing enhanced reports with analyzing capabilities. This lends to make data-driven decisions to business with access to real-time data on key performance indicators, such as sales, inventory levels, and financial management. Odoo ERP software also provides customized reports and dashboards, to create a centralized and comprehensive view of business operations. This data lets you know to make the necessary improvements such as reducing costs or improving customer satisfaction. 6. Increased Agility Odoo ERP provides tools to increase agility by adapting to changes in market conditions and customer needs. This gains businesses with real-time data on market trends and customer behavior, which helps them make standard decisions quickly. Odoo ERP software provides a customized feature where you can add required features and functionalities, allowing them to stay competitive and adapt to the changing business requirements. An increase in agility leads to an increase in profitability and growth which engages businesses to respond quickly to new opportunities and challenges. In Conclusion Implementing Odoo ERP provides various insights for the business growth including standardized data accuracy, transformative solutions, increased productivity, improved customer service, enhanced reporting and analysis, and increased agility. Utilizing Odoo ERP to your business ensures a transformative solution by optimizing operations with reduced costs and to stay competitive in an increasingly fast-paced and complex business environment. To get more benefited by these solutions choose Banibro as we are one of the best Odoo Implementation Partners in India. Want to know how we can help? Talk to our ERP experts! Get Free Consultation +91-93422 58771 Send queries to info@banibro.com For Enquiry
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The Future of Manufacturing: Harnessing Odoo’s Potential
The Future of Manufacturing: Harnessing Odoo’s Potential In today’s highly competitive manufacturing landscape, businesses always strive to improve overall efficiency by optimizing their operation, reducing costs etc. In this mission, Enterprise Resource Planning (ERP) systems appeared as the most prominent tool to streamline processes and enhance productivity in the businesses, helping manufacturers to integrate various aspects of their business operation. Odoo, a comprehensive open-source ERP solution, plays a dominant resource significantly structured for the manufacturing industry. Let us explore the benefits and capabilities of Odoo for manufacturing companies. 1. Centralized Operations Management: Odoo’s manufacturing module enable businesses to optimize their resource allocation and planning. This provides a centalized functions for demand forecasting, material requirements planning (MRP), and capacity management. Manufacturers can minimize waste, reduce inventory costs, and enhance customer satisfaction through timely deliveries by accurately predicting demand and aligning production accordingly. 2. Efficient Resource Planning: Efficient resource planning plays a dominant role in the future of manufacturing. Odoo helps with the potential in enhancing production processes, managing inventory, and optimizing resource allocation which makes it a most valuable tool. Manufacturers can make use of Odoo’s advanced manufacturing management system to improve efficiency, reduce waste and cut costs, and achieve customer demands more effectively. 3. Streamlined Production Workflows: Odoo automates key tasks and standardize process by simplifying complex production workflows into more easier way, The system ensures smooth and efficient production operations by bill of materials (BOM) management and routing optimization to work centre scheduling and machine maintenance tracking, for smooth monitoring and control it offers integrated Kanban view providing visual representation of work orders. 4. Quality Control and Traceability: The most critical task for manufacturers is to maintain the product quality and ensure traceability. Odoo offers features of comprehensive quality control enabling businesses to define quality control points, perform inspections, and enforce quality checks throughout the production process. By tracking raw materials, components, and finished products, facilitating recall management and compliance with industry regulations the system provides end-to-end traceability registering as a clean traceability. 5. Collaborative Supply Chain Management: Odoo enforces a supply chain environment in bringing collaboration and transparency. It facilitates communication with suppliers, allowing instant updates on order progress, delivery timelines, and stock levels. This integration enhances visibility, decreases lead times, and transforms procurement procedures, benefiting manufacturers. In Conclusion Odoo showcases a powerful ERP solution specifically designed for the manufacturing industry. Businesses achieve significant improvements in efficiency, cost reduction, and customer satisfaction by centralized operations, optimized resource planning, and streamlined production workflows. The system’s extensive features enhance its value proposition for manufacturers by its enriched quality control, traceability, and collaborative supply chain management. Then get transformed if you are in the manufacturing sector and seeking to enhance your operations searching to enhance your operations, Odoo offers a scalable and customizable solution to meet your specific needs with your expected customizations and scalability. Implementing Odoo can transform your manufacturing processes, enabling you to stay ahead of the competition and thrive in today’s dynamic business environment. Want to know how we can help? Talk to our ERP experts! Get Free Consultation +91-93422 58771 Send queries to info@banibro.com For Enquiry
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How We Helped a Manufacturing Company to Boost Sales with Customized Odoo ERP Solutions: A Client Success Story
“How We Helped a Manufacturing Company to Boost Sales with Customized Odoo ERP Solutions: A Client Success Story” We highlight the story of how Banibro’s tailored Odoo solutions led to a significant boost in sales for a manufacturing company. By identifying their challenge and customizing Odoo ERP software specifically for their needs, we provided effective solutions that increased revenue and improved customer satisfaction. Our success story showcases the power of Odoo for manufacturing companies. Sales Module There are numerous modules. But the major modules sales module. Step 1: After entering the sales module. The first step is to add all the customer details with the customer’s company name and various details in the customer screen. To add new customer details, click on the create option. Then add all the information such as their name, address, and contact person details. And, additional information such as Trade licensing Number and the expiry date for the particular license can also be added. In case of the completion of the trade license expiry date the system sends a prior reminder before 30 days stating the expiration. Under Invoicing the company’s bank details and accounting entries such as accounts receivable and account payable are added. Step 2: Then under sales management ->Quotations. Quotation details of the company’s clients are displayed with details such as Quotation Number Created Date Delivery Date Expected Date Total sales order and value To create a new quotation there is an option called new, after entering the new option the details of the quotation are added. The quotation details price value can be customized according to the company’s requirement either in USD or in Dirhams. In case of sample products Free of cost option to be clicked. And the delivery terms can be chosen accordingly. The purchase order number and date help know the customer purchase. In the product line the product details are to be provided. Once the quotation has been formed it can be sent for approval to the client’s accounts department and it is converted into sale order. All the applied options are provided in the sale order menu where you can view the sales order. Step 3: After the confirmation of sale order options like delivery order. Under delivery order details like driver’s name and delivery date are mentioned. After the completion of delivery invoice can be created. The invoices can be viewed from the sales order. After invoice creation you can post the invoice and register the payment modes That is how the sales module works in the Odoo software. There are various similar modules which efficiently works in the business process Want to know how we can help? Talk to our ERP experts! Get Free Consultation +91-93422 58771 Send queries to info@banibro.com For Enquiry
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