Wednesday, July 20, 2016

Odoo 9 Transport Order Module

This document describes process of Truck Loading and preparing Transport Order based on Delivery Order. Module Name: pts_transport_order Dependency of Module: Fleet Management , Inventory , Document, Sale .

Functional Details.

Direct Link to the Transport Report from delivery order.

2. Tree/List View of Transport Orders.

3. The newly created Transport Order will keep default values of respective Delivery Order automatically , also other transport orders can be added here.

4 . After filling required fields admin will approve the Transport Order and It will dynamically go to the Approved State and Send-by mail option will be visible .

5 . Transport Order PDF-Report.

6 . Calendar View of Transport Order showing Order no.,Scheduled Date and Pre/Postponed Date .

7 . Kanban View .

8 . States (DRAFT > APPROVED > TRUCK LOADED > DELIVERED > ACKNOWLEDGED > DONE) and cancel option .

9. Customizable Analytical Reports in Pivot View .

10 . Any required documents and acknowledgements can be attach to a Transport Order from here .

Tuesday, July 19, 2016

Odoo 9 - Payment Through Paypal Credit Card

Pragmatic Techsoft Pvt. Ltd. Come up with another module “Payment Paypal CC” which will facilitate user to make payments On Paypal through Credit Card swipe. This is seamlessly integrated with the Odoo website module. It confirms payment without redirecting it to any other website.

1. Provision to define Client ID and Client Secret no. provided by the Paypal.

2. On odoo website users can select products of their choice

3. Once user is on payment screen they get option to pay through Paypal CC option

4. User need to provide credit card details in following screen

5. On Success full payment sales order gets confirmed

6. Payment details is captured against each of the payment transactions

Monday, July 18, 2016

Odoo 8 Customized Module ‘Invoice Picking Directly’

Overview

Customization of accounting module, from customer invoice and supplier invoice we can create delivery and receipts respectively.
Module Name: pts_invoice_picking_directly

Functional Details.

Delivery order from customer invoice :
1.In customer invoice we provide a option of selecting delivery address same as sale order. If delivery address is selected then picking is generated against selected partner otherwise picking is generated against customer.

2.We can create picking only when invoice is in open state (After invoice validation) because once invoice is validated no one can change content of invoice.
3.In open state invoice we provide button “Create Picking” that create Delivery order in inventory.
4. Here is a created delivery order.

5.IF we check move in details product goes from stock location to customer location.

6.If we come back to customer invoice there is another button for “view picking”

7.Click on “View Picking” button to view list of picking generated against invoice.

8.We maintain invoice information in picking .

Receipt order from Supplier invoice :
1. Same as customer invoice in Supplier we provide button “Create Picking” that is visible only if invoice is in open state, that create receipt order in inventory.

2.Here is a created receipt order.

3.If receipt order is created then another button “view picking” is visible and shows list of generated receipt order.

Friday, July 8, 2016

odoo 9 Insurance Management

The high demands by customers, increased stakeholder touchpoints, evolving regulatory compliances, and shrinking margins, needs a turnkey swing around factor – automation of your critical processes that delivers better efficiencies in long run. This is where our Odoo Open ERP expertise truly delivers on all fronts. Ease of use, extensive automation capabilities, and highly insightful reporting, are just a few competitive advantages your business receives with our solution meant exclusively for the insurance domain.

Configuration Consist of Contract Types, Expert Type Reports, Contract Clauses

User need to define all the clauses which has to be included in company’s insurance policy.

User can define the type of contracts which are present in company. This will include following:- Template product line, Template clauses, Specific Condition Attachment & Notes.