Friday, May 30, 2014

Odoo OpenERP 7 - Payment Express Integration

Tough Odoo OpenERP provides Paypal integration in default, many of the customers may not have Paypal account. Pragmatic Techsoft Pvt. Ltd. has developed a new module to facilitate user to pay customer invoices using “Payment Express” gateway.

User can also see payment transactions online on Payment Express website. User can mark payment methods as Credit Card so that on selection of concerned payment method system asks for credit card details and validate information though Payment Express API. It also maintains transaction id with provided by the payment express gateway.
(Note : Odoo OpenERP does not store any credit card details for security purpose)
Following are the features available with Payment Express gateway integration :
1) Provision to assign Payment Express gateway credentials

2) Mark payment method as credit card method

3) Payment mode selection on customer payment and credit card Information capturing on payment record


4) Capturing transaction ID generated from Express Payment

5) Online tracking of credit card transaction

Thursday, May 29, 2014

Odoo OpenERP 7 POS Credit Sales and Customer handling

Point of sale is the place where a retail transaction is completed. It is the point at which a customer makes a payment to the merchant in exchange for goods or services. At the point of sale the retailer would calculate the amount owed by the customer and provide options for the customer to make payment. The merchant will also normally issue a receipt for the transaction.

Some times the Retailer will also need options for credit sales. Hence , Pragmatic has developed the feature where credit POS transactions can be done.

The following are a few details.

1. A check box to indicate if the sale is credit. Also a field is provided to enter the name of the customer whom the products are being sold on credit.

2. Once the users checks the option , a POS invoice is created with “CreditSale” stage.

3. Accounting entries for credit sale. The amount to be posted is “zero” as the sale is credit sale.

At the time of credit sale , and also while printing receipts , there is need to enter the name of the customer. Some times the customer record is not present in the system. At such times , one would need the functionality to create customer record from POS screen itself.

A button is provided to create a new customer. 
The user needs to fill the customers name and mobile number and the click on “Create” button.
 

On validating the order , the customer record can be seen in the customers list .

Friday, May 16, 2014

Odoo OpenERP 7 Master Production Schedule - Make to order in OpenERP

Master Production Schedule module is designed to help manufacturers develop an attainable schedule while balancing internal constraints and limited resources and acheiving Advanced Planning and Scheduling. MPS for Make to Order enables to Schedule the production against Sales Orders. MPS balances machine capacity and aknowladges labor to develop a realistic plan of action to move production through various operation steps of Sales Orders to be delivered and gives the realistic delivery dates. The user benefit is that generated schedules are realistic and achievable on the plant floor because the production constraints on the plant floor are considered and modeled.

Key Features
1)  After selecting the Sales Order, Start date and Delivery date automatically populates
2) Start Date can be changed so the delivery date changes accordingly
3)  Track each Sales Order through each respective routing step and know where each part should be at any particular time.
4)   Keep track of all required resources for each manufacturing step and know the availability of each resource at any particular time.
5)  Represent time in a detailed manner (e.g. minute by minute). Machine run time can be defined as - per hour
7)  Schedule orders (i.e. manufacturing steps) only when resources are available.
8)  Detailed working Time for work centers.
9)  Consideration of preventative maintenance (Resource Leave) and other machine down time in Scheduling.
10)  Can be Scheduled against single Sales Order or Sales Orders for perticular period
11)  Routing selection is provided at the time of Schedule generation
12)  Multiple Tentative Schedules can be generated and changed before freezing it.

In Open ERP we have developed the module for managing the MPS for Make to Order.
Pre requisites for MPS are Sales Orders, BOM, Operations, Work centers, Routing, Resource Working Time, Reasource Leave (Down Time).

Sales Order
Sales Order S001 is recorded in the system.
MPS Record
When Sales Order SO001 is selected for Schedule it gives start date and Delivery date automatic. Start date can be changed so the delivery date changes accordingly

Schedule Details
When we schedule the sales Order it gives the Schedule Details

Manufacting Order
When we confirm the schedule it gets freezed and the concerned Manufacting Order gets generated.

When we confirm the Manufacting Order, corresponding Work orders gets generated for each of the operation.

Saturday, May 10, 2014

Odoo OpenERP 7 Master Production Schedule - Make to stock in OpenERP

Master Production Schedule module is designed to help manufacturers develop an attainable schedule while balancing internal constraints and limited resources and acheiving Advanced Planning and Scheduling. MPS for Make to Stock enables to Schedule the production against stock. MPS balances machine capacity and aknowladges labor to develop a realistic plan of action to move production through various operation steps. The user benefit is that generated schedules are realistic and achievable on the plant floor because the production constraints on the plant floor are considered and modeled.

Key Features
1) Track each Production Order through each respective routing step and know where each part should be at any particular time.
2) Keep track of all required resources for each manufacturing step and know the availability of each resource at any particular time.
3) Represent time in a detailed manner (e.g. minute by minute). Machine run time can be defined as - per hour
4) Schedule orders (i.e. manufacturing steps) only when resources are available.
5) Detailed working Time for work centers.
7) Consideration of preventative maintenance (Resource Leave) and other machine down time in Scheduling.
8) Can be Scheduled for any of the month
9) Routing selection is provided at the time of Schedule generation
10)Multiple Tentative Schedules can be generated and changed before freezing it.
11)Multiple products can be scheduled in one Schedule Plan


In OpenERP we have developed the module for managing the MPS.
Pre requisites for MPS are BOM, Operations, Work centers, Routing, Resource Working Time, Reasource Leave (Down Time).

MPS Record
When we created a MPS record to schedule the product 2909 Assembly, either we can plan for a month or for entire year.
Schedule Details
When we schedule after entering the quantity, we got the following schedule details with the advaced scheduled date and time along with the resoureces. So it gives us scheduled start date and scheduled end date considering the in between operation timings.
When we confirm the schedule it gets freezed and the concerned Manufacting Order gets generated.
When we confirm the Manufacting Order, corresponding Work orders gets generated for each of the operation.