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SerpentCS Anniversary Offers for Odoo Services!

Dears, It's a great feeling to share we've completed 4 years today and we will start the 5th year with the new energy and the determination to reach out to the maximum possible industries, more graphical reach and adding more services to the cap.SerpentCS Anniversary Offers for Odoo Services

While celebrating the 4th year, we wish to give nice offers to the world so to enjoy our best services:

1. Online Self-paced Odoo Technical Training (v7,v8) : now at $39 only.

2. Odoo POS Restaurant Management(v8) with Loyalty, floor plan, table management : Video at 100% Discount, Package at $600.

3. Singapore Localization in Odoo - Video at 100% Discount, Package at $1800.

4. Online Odoo9 Administration and Technical Features : 50% discount, now at $25.

5. Organization Chart Module for the Hierarchical handling of Employees - v8 : 50% discount, now at €15 

6. Organization Chart Module for the Hierarchical handling of Employees - v9: 33% discount, now at €20 

7. Odoo-SagePay payment integration module - v8 : 23% Discount, now at €360 

8. Popup Reminder module v8-v9: 25% Discount, now at €30 

9. Odoo-Worldpay payment Integration module - v8: 80% Discount, now at €80 

10. Odoo based Education ERP v8-v9 available for Free 

11. Odoo based Hotel management ERP v8-v9 available for Free 

12. Odoo based Property Management module v8(website + ERP) : 50% discount now at $400. 

13. Online Self paced training of How to make Web POS addons in Odoo., 41% discount now at $29 

14. Online Self paced training of How to make Web addons in Odoo., 39% discount now at $30 

15. Online Self paced technical v9 training in Arabic : now only at $39. 

Enjoy ODOOing,
Thanks.

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Odoo Tips of the Month : November 2015

Dear Reader, Being an expert of Odoo Since 8+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for November 2015. Please note down the ODOO tips coming out of Media around Odoo especially Twitter and Facebook. Lets thank to them. - Self-paced Online Odoo technical training at a very low cost of $99. Rated 5 star and more than 48 students enrolled. - Configure Odoo to use Zentyal LDAP http://j.mp/1McHXfE - SerpentCS gets the 2 best Partner awards for its software services including for Odoo. - Odoo- Bigdata Initiative. - Know Odoo v9 web widgets : Daniel Reis Tweeted. - OdooRPC 0.4.1 : #Python Package Index" #feedlyhttps://pypi.python.org/pypi/OdooRPC/0.4.1 - Insert a contact form in any place of your website with this #odoo v8 module:https://github.com/OCA/website/tree/8.0/website_snippet_contact_form - OCA/pylint-odoo is a new repository by OCA via GitHub http://ift.tt/1JOBAN8 - Custom backend theme for #odoo v8: menubar & buttons https://github.com/Openworx/odoo-addons/tree/8.0/openworx_backend_theme - Select payment mode in recurring invoices created from contracts with this #odoo v8 module: https://github.com/OCA/contract/tree/8.0/contract_payment_mode … - Thanks @domatix_tech - The wait is over! popup reminder module and #organizationChart module are available on odoo app - Manage export profiles easily with this #odoo v8 module: https://github.com/OCA/server-tools/tree/8.0/base_export_manager - Thanks to Antiun - Integrate events and mass mailings with this Antiun module for #odoo v8:https://github.com/OCA/event/tree/8.0/event_registration_mass_mailing - Odoo v9 Upgrade API — "API used to upgrade an Odoo database to a higher version" - How to close Fiscal year in v9 : Documentation. - Developer tip of the day: Solution of the Common Developer challenge - How to rename module without losing the data! - Odoo Advantages introduced by Richard's Story. - Odoo HRMS Android app, Use and Feed us back. - Odoo gap analysis modules : PR from Eric Caudal team - https://github.com/OCA/project/pull/127 - #Odoo 9 accounting Gaps analysis blog post : https://odoo-community.org/blog/oca-news-1/post/odoo-9-accounting-oca-28 … - How to code your module and share it to @OdooCommunityhttps://odoo-community.org/ page/code - See your sent mails from #odoo v8 with this module: https://github.com/OCA/social/tree/8.0/mail_sent … - Thanks to Yajo & Antiun Ingeniería - Odoo module for expanding grouped records in web. - Monitor your Odoo instances with https://github.com/OCA/server-tools/tree/8.0/dead_mans_switch_server … https://github.com/OCA/server-tools/tree/8.0/dead_mans_switch_client - Odoo Accounting Explained - New book gives tips and guidance on how to use Odoo Accounting http://bit.ly/1UOIfm5

Odoo Tips of the Month : November 2015
- Make profiles for your products and simplify their creation with this #odoo v8 module: https://github.com/OCA/product-attribute/tree/8.0/product_profile … - Thanks to David Deal - Our First iOS ODOO app has been launched on iTunes today. Check the feature video here. - Odoo tip: use self.env[model].onchange(current_vals, fields, {'field': 1}). It returns a dict with the changed values. - Daniel Reis. - Put legal terms to be accepted before purchasing products in ecommerce with this #odoov8 module: https://github.com/OCA/e-commerce/tree/8.0/website_sale_product_legal … Thx Yajo (Antiun) - The extension of quality control module for stock operations in #odoo v8 has arrived to OCA: https://github.com/OCA/manufacture/tree/8.0/quality_control_stock - SerpentCS did one more successful integration of odoo with #windows hand held device. - November #OCA newsletter is out ! Have a look here: https://odoo-community.org/blog/oca-news-1/post/accounting-version-9-mrp-mailing-lists-and-more-27 … - Odoo - Backend modules in v8 - A setup guide for #odoo POSBox https://www.odoo.com/documentation/user/point_of_sale/posbox/index.html Please see more Updates: 1. Odoo news in May 2015. 2. Odoo news in June 2015. 3. Odoo news in July 2015. 4. Odoo news in Aug 2015. 5. Odoo news in Sep 2015. 6. Odoo news in Oct 2015. Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 42 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 60+ full time OpenERP/ODOO experts including 4 techno functional experts who were part of core openerp framework development and having 8+ years of experience in OpenERP. We have conducted 56+ local and international functional and technical training on OpenERP with 90% satisfaction ratio. Look at the events and customer feedback. Thanks.

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Odoo tips of the month : October 2015

Dear Reader, Being an expert of Odoo Since 8+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for October 2015. Please note down the ODOO tips coming out of Media around Odoo especially Twitter and Facebook. Lets thank to them. - Self-paced Online Odoo technical training at a very low cost of $99. Rated 5 star and more than 46 students enrolled. - Various Security aspects in Odoo v9. - SerpentCS gets the 2 best Partner awards for its software services including for Odoo. - Odoo- Bigdata Initiative. - Know Odoo v9 web widgets : Daniel Reis Tweeted. - Version your production bills of materials in #odoo v8 with this module: https://apps.openerp.com/apps/modules/8.0/mrp_bom_version/ Thanks to @OdooMRP team - Odoo tip: Server Actions in Python code expose the Warning exception: so Automated Actions can do validations and `raise Warning('Msg!')` - OCA/pylint-odoo is a new repository by OCA via GitHub http://ift.tt/1JOBAN8 - Custom backend theme for #odoo v8: menubar & buttons https://github.com/Openworx/odoo-addons/tree/8.0/openworx_backend_theme - Discover how to test ODOO community modules using the runbot from OCA - http://youtu.be/qfG3A7hPADM?a - The wait is over! popup reminder module and #organizationChart module are available on odoo app - Odoo R&D killer feature: the Kitten mode is back! https://github.com/odoo/odoo/pull/8912 - Excellent tool for prototyping modules (fields, data, views, manifest...) for #odoo v8 has come thanks to @SFLinux. - Importance of Business Process Document in ERP. - Odoo v9 Upgrade API — "API used to upgrade an Odoo database to a higher version" - How to close Fiscal year in v9 : Documentation. - Developer tip of the day: Solution of the Common Developer challenge - How to rename module without losing the data! - Odoo Advantages introduced by Richard's Story. - Odoo HRMS Android app, Use and Feed us back. - Useful #odoo 8.0 website_portal addon: Let your customer change his account details on the frontend of the website http://ow.ly/SUGo9 - How to report a bug to @OdooCommunity and help us get them fixed https://odoo-community.org/page/bugs #Odoo - How to code your module and share it to @OdooCommunityhttps://odoo-community.org/ page/code - See your sent mails from #odoo v8 with this module: https://github.com/OCA/social/tree/8.0/mail_sent … - Thanks to Yajo & Antiun Ingeniería - Odoo module for expanding grouped records in web. -#Odoo tip: you can use Boostrap styles on backend views: <field name="warning" class="alert alert-danger" /> - Odoo Accounting Explained - New book gives tips and guidance on how to use Odoo Accounting http://bit.ly/1UOIfm5

Odoo tips of the month : October 2015
- OCA module for secure uninstall, asks superadmin password for authenticated uninstall of the module. - Our First iOS ODOO app has been launched on iTunes today. Check the feature video here. - Odoo PayUmoney Integration by SerpentCS. - Odoo-Ebay connector by SerpentCS. - Add favicon to your website in Odoo : https://github.com/echoes-tech/odoo-addon-website_favicon - #Odoo tip: for a From View to print without the chatter messages edit the "oe_chatter" to this: <div class="oe_chatter hidden-print"> - SerpentCS did one more successful integration of odoo with #windows hand held device. - First OCA's module migrated to #odoo v9!: base_location - https://github.com/OCA/partner-contact/tree/9.0/base_location - Thanks to @yvaucher - Odoo - Backend modules in v8 - A setup guide for #odoo POSBox https://www.odoo.com/documentation/user/point_of_sale/posbox/index.html Please see more Updates: 1. Odoo news in May 2015. 2. Odoo news in June 2015. 3. Odoo news in July 2015. 4. Odoo news in Aug 2015. 5. Odoo news in Sep 2015. Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 42 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 60+ full time OpenERP/ODOO experts including 4 techno functional experts who were part of core openerp framework development and having 8+ years of experience in OpenERP. We have conducted 56+ local and international functional and technical training on OpenERP with 90% satisfaction ratio. Look at the events and customer feedback. Thanks.

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SerpentCS gets 2 Best Partner Awards for its Software Services!

Dears,

It's all about your love and blessings!

Achievements add up more power and passion!
  
1. Best Partner Award from Netlinks!SerpentCS gets 2 Best Partner Awards for its Software Services 

 2. Respect from ViitorCloud.
    Awarded as best partner  

We've added another feather into our success!

Serpent Consulting Services Pvt. Ltd
. is providing various ODOO services in more than 42 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 60+ full time OpenERP/ODOO experts including 4 techno functional experts who were part of core openerp framework development and having 8+ years of experience in OpenERP.

We have conducted 56+ local and international functional and technical training on OpenERP with 90% satisfaction ratio. Look at the events and customer feedback.

 Thanks.

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Enhanced Lab module in GNU Health

Serpent Consulting Services Pvt. Ltd. has extensive experience in the field of ERP implementation and consulting. We present you the module that allows the user to select the Lab to get the lab test done. GNU Health is a health care system developed on Tryton, open source ERP platform. It is a free/Libre system for health practitioners, health institutions and governments. It has the scalability to suit small private clinics as well as large public hospitals. It covers the functionality of Electronic Medical Record(EMR), Hospital Management and Health Information System(HIS). In GNU Health, there is a Lab module that allows user to create a lab request for specific lab test. In separate menu, user can see Lab test requests and Lab test results but in lab request there is no way user can specify the lab. SerpentCS has created module that allows you to create labs and allows user to select the lab when Lab Request is generated. User can create a Lab from Health> Configuration> Laboratory> Lab. Lab is also associated with the hospital. Enhanced Lab module in GNU Health One hospital can have multiple labs. Enhanced Lab module in GNU Health Now, when user goes to Request Lab Test, he can select the Patient, Doctor and Lab. After that, select the Lab tests to be requested. Enhanced Lab module in GNU Health All requested test can be found in Health> Laboratory> Lab Test Requests. In the list view also the Lab field can be seen. Enhanced Lab module in GNU Health Lab Test Result can be seen as the following: Enhanced Lab module in GNU Health So, this is the simple yet very useful functionality provided by the module. For more information and queries, send us an email on contact@www.serpentcs.com. Thanks.

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Running Odoo with nginx in https mode

Default Odoo starts in http mode, not secure. To run Odoo with nginx and secure HTTPS mode, we would guide you for some steps:

    • Step -1
Please install Nginx and odoo if you already have nothing to worry about it. Kindly check that you have installed Nginx and it’s working perfectly.
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sudo apt-get install nginx
    • Step -2
Now we are going to create SSL certificate for help us in https.for that now go to /etc/nginx/sit-available this location .
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sudo openssl genrsa -des3 -passout pass:odoo -out server.temp.key 2048
OpenSSL is used to generate an RSA private key and Certificate Signing Request(CSR). Here we use 2048 bit RSA key which is encypted using Triple DES(Data Encryption Standard).
 
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sudo openssl req -new -passin pass:odoo -key server.temp.key -out server.csr
Now we are going to add some details so our key will be used for a certificate authority like Verisign or Thawte. Now we are remove stored key. Using this command:
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sudo openssl rsa -in server.temp.key -out server.key
Now we remove server.temp.key

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sudo rm server.temp.key
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sudo openssl x509 -req -days 365 -in server.csr -signkey server.key -out server.crt
Now we are going to create key validation for 365 days.
    • Step -3
Now we are going to add this certificate in to default file on Nginx site-available. Please copy server.csr and server.key file and past into site-available location.
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sudo cp server.key ../sites-available/
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sudo cp server.csr ../sites-available/
Now please take backup of your default file.
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sudo tar -cvf backup.tar default
Now open default file into Geditor
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sudo gedit default
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#######################START FROM HERE#####################
server {
       listen 443;
       server_name localhost:8069;
       ssl on;
       ssl_certificate /etc/nginx/sites-available/server.crt;
       ssl_certificate_key /etc/nginx/sites-available/server.key;
       ssl_session_timeout 5m;
       ssl_protocols SSLv3 TLSv1;
       ssl_ciphers ALL:!ADH:!EXPORT56:RC4+RSA:+HIGH:+MEDIUM:+LOW:+SSLv3:+EXP;
       ssl_prefer_server_ciphers on;
       location / {
    proxy_pass  http://127.0.0.1:8069;
        proxy_next_upstream error timeout invalid_header http_500 http_502 http_503 http_504;
        proxy_buffer_size 128k;
        proxy_buffers 16 64k;
        proxy_redirect off;
        proxy_set_header Host $host;
        proxy_set_header X-Real-IP $remote_addr;
    location ~* /web/static/ {
      proxy_buffering off;
      proxy_pass http://127.0.0.1:8069;
    }
    }
}
server {
    listen 80;
    server_name localhost:8069;
     add_header Strict-Transport-Security max-age=2592000;
     rewrite ^/.*$ https://$host$request_uri? permanent;
     }
#######################END HERE#####################
 
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add_header Strict-Transport-Security max-age=2592000;
rewrite ^/.*$ https://$host$request_uri? permanent;
This will always send your request on https when you type in http. Please do this kind of necessary changes after that Now restart Odoo and Nginx.
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sudo service nginix restart
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sudo service odoo-server restart
We have tested on POSBOX and Odoo perfectly working. Feel free to contact us for any queries. Thanks.

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Odoo Tips of the month Sept 2015

Dear Reader, Being an expert of Odoo Since 8 years, we have been releasing some useful tips and news around Odoo every month. Here we go for September 2015. Please note down the ODOO tips coming out of Media around Odoo especially Twitter and Facebook. Lets thank to them. - Self-paced Online Odoo technical training at a very low cost of $99. Apply coupon 'Mufaddal99' for 67% discount. - Odoo 9.0 branch has been created. Release is planned on October 1. - Various Security aspects in Odoo v9. - odoo v9 tip of the Day : You don't have group-checkbox for technical settings anymore! Its merged with Activating the debug view! - Odoo is one of the Top 5 open source Project Management tools in 2015! - Use a simple but useful module by @eLBaddi for a different logo in the Odoo frontend from the one in the backend. - The wait is over! popup reminder module and #organizationChart module are available on odoo app - How to use Odoo in a restaurant, Checkout.

Odoo Tips of the month Sept 2015
- How A/B testing can help you optimize your website. - Importance of Business Process Document in ERP. - Odoo v9 Upgrade API — "API used to upgrade an Odoo database to a higher version" - The new odoo documentation https://www.odoo.com/documentation/8.0/ - Odoo v9 tip : Pricelist versions gone, items take the lead! developers alert. - મળો મહેતાજી ને - Odoo - the right fit for SMEs in Gujarat! - Developer tip of the day: Solution of the Common Developer challenge - How to rename module without losing the data! - The famous community module MassEditing undergoes fix and improvements: Uninstallation of MassEditing module corrected ! - Simplify the manual creation of QWeb reports with the OCA module. - Odoo Module to set your Project Teams. - Odoo : Tips to optimize your warehouse management with accounting principles http://bit.ly/1OprvNk 
Odoo Tips of the month Sept 2015
- Odoo Advantages introduced by Richard's Story. - Odoo HRMS Android app, Use and Feed us back. - OCA module to see your supplier prices inside the product form itself. - Odoo module for expanding grouped records in web. - Hotel Management is ready to go in Production, odoohms.com openerphms.com by SerpentCS. - Fill timesheets automatically from leads/phone calls with the OCA Module. - Odoo Accounting Explained - New book gives tips and guidance on how to use Odoo Accounting http://bit.ly/1UOIfm5 
Odoo Tips of the month Sept 2015
- Force the language in which you send your email templates for #odoo v8 with OCA module. - Using Robot Framework and Selenium to automate Odoo for quality testing. - OCA module for secure uninstall, asks superadmin password for authenticated uninstall of the module. - Our First iOS ODOO app has been launched on iTunes today. Check the feature video here. - Odoo PayUmoney Integration by SerpentCS. - Odoo-Ebay connector by SerpentCS. - SerpentCS did one more successful integration of odoo with #windows hand held device. Please see more Updates: 1. Odoo news in April 2015. 2. Odoo news in May 2015. 3. Odoo news in June 2015. 4. Odoo news in July 2015. 5. Odoo news in Aug 2015. Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 42 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 60+ full time OpenERP/ODOO experts including 4 techno functional experts who were part of core openerp framework development and having 8+ years of experience in OpenERP. We have conducted 56+ local and international functional and technical training on OpenERP with 90% satisfaction ratio. Look at the events and customer feedback. Thanks.

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Odoo Tips of the Month : August 2015

Dear Reader, Being an expert of Odoo Since 8 years, we have been releasing some useful tips and news around Odoo every month. Here we go for August 2015. Please note down the ODOO tips coming out of Media around Odoo especially Twitter and Facebook. Lets thank to them. - Self-paced Online Odoo technical training at a very low cost of $180. Apply coupon 'Odoo40' for 40% discount. - Check in screen the taxes chart for an interval of periods (instead of only one) with odoo v8 module. - The wait is over! popup reminder module and #organizationChart module are available on odoo app - Discover our bootstrap themes to create professional websites with Odoo http://bit.ly/1HIc4I9. 

- Odoo Tips of the Month : August 2015  Odoo
- Odoo Module to allow automatic logout after the delay has happened. 
- The new odoo documentation https://www.odoo.com/documentation/8.0/
 - Odoo Module for a better dialog box for the translation of data.
 - Odoo Contribution of the month : Odoo Website Module
- Product can have multiple Images and zoom feature by SerpentCS.
- Odoo POS - How to set up screen resolution, full screen, and keyboard.
- Enhanced in Odoo
- Add a bunch of products at once with this module in Odoo.
- Odoo HRMS Android app, Use and Feed us back.
- Odoo module for expanding grouped records in web.
- Hotel Management is ready to go in Production, odoohms.com openerphms.com by SerpentCS.
- Change the picking backorder strategy in Odoo with this module.
- Force the language in which you send your email templates for #odoo v8 with OCA module.
- Our First #ios#ODOO app has been launched on iTunes today. Check the feature video here https://goo.gl/iP2gZ4@Apple#SerpentCS#OpenERP
- Odoo-Ebay connector by SerpentCS.
- SerpentCS did one more successful integration of odoo with #windows hand held device.
 Please see more Updates:
 
1. Odoo news in March 2015.

 2. Odoo news in April 2015.

 3. Odoo news in May 2015.

 4. Odoo news in June 2015.

 5. Odoo news in July 2015.

Serpent Consulting Services Pvt. Ltd
. is providing various ODOO services in more than 42 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 60+ full time OpenERP/ODOO experts including 4 techno functional experts who were part of core openerp framework development and having 8+ years of experience in OpenERP. We have conducted 56+ local and international functional and technical training on OpenERP with 90% satisfaction ratio. Look at the events and customer feedback.

 Thanks.

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Odoo PayUmoney integration

Serpent Consulting Services Pvt Ltd. proudly presents the module which integrates PayUmoney with Odoo. PayUmoney is a popular Indian payment gateway. PayUMoney offers electronic payment service to your website through its various partnerships with banks and payment instrument companies. Through PayUMoney, your clients would be able to make electronic payments through credit card, debit card and online net banking account .

Module For PayUmoney:

Odoo PayUmoney integration

This document will explain how the integration works:

Shop the products from Odoo eCommerce:

Odoo PayUmoney integration

After selecting the products, you can review the order.

Odoo PayUmoney integration

Ecommerce system will ask for customer details and the address details. Once the details are entered and verified, user clicks on confirm.

After filling Shipping and Billing details, next stage is to validate the order. You can see PayUmoney as a payment method. Select it and Click on Pay Now.

Odoo PayUmoney integration

Clicking on Pay Now, you will be redirected to the PayUmoney gateway.

PayUmoney gives your option to make the payment using its own wallet, you can use your saved cards. It also gives your option to make payment using credit card, debit card or net banking. PayUmoney gives an option to use the coupon if you have one.

Odoo PayUmoney integration

Once you enter correct payment details and click on Make Payment, system is redirected to Odoo. You get the acknowledgement of your order with Sale Order number.

Odoo PayUmoney integration

In the back-end, you can find the entry in Setting> Payments> Payment Transactions. All the payments done using the PayUmoney gateway are logged here. If you open any transaction, it will give you the following details.

Odoo PayUmoney integration

PayUmoney is very popular indian Payment gateway. You can give extra edge to your customers by giving them option to make payment using PayUmoney. User can get benefit by using numeruos coupons that PayUmoney offers.

For any query or feedback, drop an email on contact@www.serpentcs.com.

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How to rename Odoo module without losing data!

Hello Odoo User/Developer, While developing the module, we always face the issues of renaming the module midway and this again becomes headache for us. Antonio Espinosa from Madrid has done a nice job of sharing this tip here. We are glad to share on the bigger platform with all courtesy and thanks to him.

Odoo - Rename an addon without losing data

Rename addon

  • Change __openerp__.py addon name field
  • Change README.rst file
  • Change translations files (i18n folder, .po and .pot files)
cd i18n
sed -i 's/#\(.*\)\* <old_name>/#\1* <new_name>/g' *.po*
sed -i 's/#\. module: <old_name>/#. module: <new_name>/g' *.po*
sed -i 's/#: view:\(.*\):<old_name>/#: view:\1:<new_name>/g' *.po*
sed -i 's/#: model:\(.*\),name:<old_name>/#: model:\1,name:<new_name>/g' *.po*
  • Change XML ID (module part) on views, templates, records, ...

Execute these SQL queries

UPDATE ir_module_module SET name = '<new_name>' WHERE name = '<old_name>';
UPDATE ir_model_data SET module = '<new_name>' WHERE module = '<old_name>';
UPDATE ir_model_data SET name = 'module_<new_name>' 
       WHERE name = 'module_<old_name>' 
       AND module = 'base' 
       AND model = 'ir.module.module';
UPDATE ir_module_module_dependency SET name = '<new_name>'
       WHERE name = '<old_name>';
UPDATE ir_translation SET module = '<new_name>'
       WHERE module = '<old_name>';

Update any addon that depends on this one

  • Change __openerp__.py addon depends field

Restart Odoo

Update new addon

This will update any translation -------------------------------- Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 42 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 60+ full time OpenERP/ODOO experts including 4 techno functional experts who were part of core openerp framework development and having 8+ years of experience in OpenERP. We have conducted 56+ local and international functional and technical training on OpenERP with 90% satisfaction ratio. Look at the events and customer feedback. Thanks.

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Importance of Business Process Document in ERP!

Serpent Consulting Services Pvt Ltd is into ERP implementation since 8 years and have been actively working on various ERPs which mainly includes Odoo, Tryton, OpenBravo, ERPNext and TallyERP as main players.

As per our experience, 70% of ERP implementations fail. As an implementer, we see that the main reason is 'analysis' and transparency in showing up the complete business process. The other reason is, Bosses always want the ERP, but the operators/users do not!

From Panorama-Consulting
:

Baseball great Yogi Berra used to say, “If you don’t know where you’re going, you might not get there.”  This simplistic quote has survived through the years because it holds an undeniable truth – you need to have your direction and goal in mind before getting started or you’re likely to get lost and miss your target entirely. This saying can be applied to countless circumstances in life and an ERP implementation is no exception. Before you commit your time, effort, resources and money to a complex ERP project, you need to have a clear picture of where you want your business to be in the future.

The first step in determining where you want to be is to understand where you are. Knowing how your business currently operates and having business practices clearly documented is important for several reasons.

Knowing what you’re doing today and how it is done allows you to identify the unique differentiating factors that distinguish your organization from your competitors. This is important information to have when you’re headed into an ERP implementation because you can make sure you preserve the practices that provide competitive advantage. Without having your current state business processes documented, there is no way to ensure you are keeping the pieces that make your company stand out in the marketplace.

On the flip side of this equation, when documenting your current state business processes the inefficiencies involved often become obvious. The same exercise that allows you to identify and preserve the practices that give your organization its competitive advantage also gives you the opportunity to recognize areas where you can stand to improve operations. Ultimately, your business process documentation should serve as the foundation for the design of any new ERP software solution.

Even when inefficiencies are less obvious, having your current business processes documented helps to evaluate areas for process improvement. ERP vendors often have their software’s standard practices defined, which you can compare to your business processes by performing a gap analysis. Once you define the gaps between what you’re doing today and how the ERP software would handle a task, you can weigh the benefits and drawbacks to each method and make an informed decision as to how the process should be executed moving forward.

Another advantage of having clearly documented current state business processes is the reduction in the time needed to communicate with both internal and external parties. Whether you’re on boarding an outside consultant so they understand your business, training new employees in your company’s practices or proposing a new way to complete a task to your executive group, a picture (or well-structured, detailed procedure document) is worth a thousand words. This is especially true for complex business processes.

Being able to point to a standardized process document will also eliminate misalignment between individuals doing the same job. Without formal documentation, each employee in a certain functional area may have their own way to accomplish tasks, leading to arguments over the design of new ERP software. Such an inconsistency can wreak havoc on an ERP project’s timeline and budget.

Having clearly defined current state business processes is a distinct advantage that reduces the time, effort and cost associated with an ERP implementation. Clearly defined business processes can streamline communications, standardize system design and serve as excellent training materials. The upfront costs of putting together comprehensive process documentation will not outweigh the benefits.

From client's First:
Implementing a new ERP system, or upgrading to a newer version of the software, is a very time consuming process for any business. More often than not, the time needed for various stages of Implementation are highly underestimated and undervalued, including time needed for training, documentation, and testing. Additionally, in efforts to speed up a go-live date, companies often forego essential areas altogether, such as creating End-User Documentation.
    Importance of Business Process Document in ERP 
One of the biggest causes of ERP implementation failure is inadequate education and training. In order to avoid this, and ensure your team is fully prepared for testing and training in a new ERP system, it is recommended that companies create their own End-User Documentation. This documentation helps to ensure the new processes and tasks are understood, documented, and helps the team with testing.

Why can’t your Implementation team write your documentation?

Creating End-User Documentation entails knowing a company’s processes and procedures inside and out, and nobody knows this better than the client themselves. Additionally, creating the documentation helps to engrain the new processes and tasks in the memories of the team members and helps to further engage them in the overall Implementation.

What are the steps to create documentation?

Creating End-User documentation is a large and important task. The good news is that it can be broken down into smaller chunks over time, to become a more manageable project. Additionally, End-User Documentation is a work in progress and continues to grow and change as the Implementation project moves along towards go-live, and beyond. The steps below will help break out the various tasks into manageable pieces that should be integrated into the overall Project Timeline.

  1. Documentation Prep: This should be done at the beginning of your ERP project, before the Analysis/Design sessions. During this time, you should define your users and in-scope departments for the project. You may want to start breaking down each department into various groups. For instance, Accounting/Finance could be broken down into GL, AR, AP, etc.
  2. Choose a medium & create a template: Once you’ve finished with the documentation prep, you should have an idea of the overall outline for your documentation. You can now determine the medium for the document, whether it be printed or online. There are pros and cons for each medium, but for a complex implementation, such as ERP, an online format with links is a highly effective and useful format. You could use hyperlinks for key words, definitions, and graphics to help users navigate through the documentation. Finally, it is recommended that you create a template for the overall document. This will create a cohesive flow to the document with a more manageable look and feel to the end result.
  3. Design Work Flows & Test Scripts: After the Analysis/Design sessions in the Implementation, your new processes are set in place. You need to organize your new Work Flows and Processes and incorporate them into the documentation. A Work Flow is a series of related topics, presented in chronological order, as they occur in your business. An example would be:
    1. Create a Sales Order
    2. Create a Delivery
    3. Post Goods
    4. Create a Billing Document
    5. Enter Customer Payment
    6. These areas would then be broken down further into steps to complete each function, also referred to as Test Scripts.
  4. Testing: The goal for the “first draft” of the documentation should align with the Project Team Training phase of your project. You can have your team use the documentation created during their training sessions, and they can make notes accordingly on changes/revisions needed. This is also the time you want to test the system using the documentation created to ensure the Work Flows and Test Scripts are correct. If you’ve created online documentation, rather than in a printed format, you’ll want to test out the links you’ve created to ensure they are working properly as well.
  5. Modifications: After the Project Team training and testing, you should modify the documentation based on training/testing results and comments. It is also recommended to add a section, or incorporate “most common errors” or “common questions” into the documentation and steps to address those concerns.
  6. Final Testing/Review: After your modifications are complete, the Documentation is now ready for the End-User Training portion of the Implementation. It should be in place for their training and testing. Their comments and revisions should be incorporated as well prior to go-live. Ensure users are aware of documentation and know how to access it,
  7. Post Go-live: Processes and procedures change as a company grows. It is essential that the documentation is updated/changed accordingly as your business evolves.
From Sage ERP: This post will hopefully give some tips and tricks and useful ideas as to how to  analyze business processes.
  1. Analyze the right processes.  Focus first on the ones that are most important to the organization. Also focus on the processes that are broken vs those that are working. Others may have to be analyzed but having priorities will ensure the most value is obtained from the work performed.
  2. Start with a simple process vs a complex one. Use the simple process to refine your skills at analyzing and documenting the processes and move to the more complex processes as time goes on.
  3. Identify the key players. Make sure that the those key to the process are involved. We want to ensure their opinions are sought. Even the most clerical person may reveal elements to the process that senior management are unaware of.
  4. Identify bottlenecks in processes. It is important to try eliminate bottlenecks so they do not remain when moving to a new ERP. Significant value can be obtained from implementing a new ERP but often this value comes from eliminating inefficient processes that could have been improved with the previous ERP.
  5. Actually record and document the process.  Create a process flow diagram using flow chart software or use a pencil and a ruler or just use text but document, document, document.  Even if the information is not accurate to begin with the documentation will prove to be invaluable at some point in the future. Check out this document on creating business process flow diagrams.
  6. Test the above. Have an independent person test the above documentation. Have them walk through the process or observe other walk through the process. This ensure the process has been documented accurately and removes any unintended bias.
  7. Modify the process documentation based on the testing. Business processes change constantly and will need to be modified constantly. This exercise may have to be viewed as a long  journey vs a short trip. For ERP implementation purposes there are many processes that will need to be document quickly so that changes in the processes can be evaluated before the new implementation.
If at an organizational level you do not feel this can be accomplished consider hiring external resources to complete this task. Thanks.