Odoo Blog | Odoo Tips | Odoo CRM | Odoo Version | Odoo Features

+91-903-347-2982,+91-987-935-4457 contact@serpentcs.com

OUR BLOGS

Restaurant Table Reservation Management Software

Do you own a club with fine dine-in, meeting, bar table facility along with indoor sports? You must be thinking of smart reservation software for the same. If yes, then we have an excellent solution to meet your requirements. Hold on! Do you also wish to offer a membership card to your regular customers? We have integrated NFC card so you can identify your customer easily by scanning the membership card. This solution is designed for resort,club,cafe, restaurants who wish to implement a software solution by which they can reserve tables/facility in advance to avoid the rush and serve better. Let us walk you through interesting software for restaurant reservation and order management.

COMPANY CONFIGURATIONS:

Configuration is the most important part of any software. Let us see how we can define company,restaurant,cafe or resort and its working hours accordingly.

Menu item: Settings -> Users & Companies -> Companies.:

After selecting the appropriate company from under the users and companies, you can see the field: “Default Working Hours”. This indicates the work schedule of your company. From here you can select the standard working time for your company. If you want to define your specific timings , then you can create new schedule from the same menu. Following steps will guide you better for the same.

COMPANY TIME SCHEDULE:

Here you can see multiple highlighted fields for your company schedule configuration. Let’s see those in detail:

Timezone: You can select your country's time zone from the drop down.

Day of the Week: This field show you all day of the week you can select and manage your company’s time.

Work From: Indicate the starting time of your company for that day.

Work to: Indicate the ending time of your company for that day.

Day Period: Here two options are available “morning” and “afternoon” based on, that you can set time for your company. Basically this options are Lunch Shift Hours and Dinner Shift Hours

RESERVATION LIST:

Menu item: Point of sale -> Reservation -> Reservation.

Here you can see a list of reservation for today. By default it will be with “today” filter, you can remove it to see all the reservations in the different colors for different states of the reservation.
STATE         COLOR
New            Black

Cancel         Red

Check-out     Cyan

Check-in     Green

Confirm        Orange

Waiting         Grey

RESERVATION FILTERS:

NEW RESERVATION:

Menu item : Point of sale -> Reservation -> Reservation

When you want to book a new reservation order, you need to fill in all the details here. Sky blue fields are mandatory to fill in to save. On the left hand corner, you can see a CONFIRM button,which will confirm your reservation. WAITING button will help you to send reservation in waiting queue. If tables are not available then you can move reservation to waiting state. CANCEL button will be used to cancel your reservation order.

RESERVATION VALIDATION:

If you book the order out of the company time then system will show the warning “You can’t book the order out of company time”. This validation depends on your company time configuration.

RESERVATION WAITING QUEUE:

Menu Item: Point of Sale -> Reservation -> Waiting Queue.

From here you can see all the waiting queue reservations for today. But you need to add the default filter as “today”.
REPORTING

COVER COUNT SUMMARY:

Menu item: Point of Sale -> Reporting -> Cover Count Summary

When you click on the menu, a popup wizard will be there, fill the required information to get the details.

Here you need to select from there you can print report for LUNCH or DINNER. You can also download the report in PDF format for the total count summary report as per the day. Report with different color numbers as per the state of reservation.

Report will look like

Example:

COVERS COUNT SUMMARY:

You can find the covers count summary details by clicking on Covers Count button on POS screen.

It shows the reservation details as per the shifts: Lunch Shift & Dinner Shift.

BLACK Colour counter number shows the New reservation.

RED Colour counter number show the Cancel reservation.

BLUE Colour counter number show the Check out reservation.

GREEN Colour counter number show the Check In reservation.

ORANGE Colour counter number show the Confirm + Assign reservation.

RESERVATION SCREEN:

Reservation screen shows reservations data , current date & time and the shift details.

Click on shift button to switch to shift like: Lunch Shift & Dinner Shift. According to shift reservation, data will be displayed.

Changing date & time will also change the shift and according to date & time, reservation data will be displayed.

Click on Reservation button to create new reservation record.

Click Edit button (pencil icon) to edit a reservation.

SECURITY PIN CONFIGURATION:

Settings-> Users & Companies-> Users-> Point of Sale -> select Mitchell Admin.

Now, you can set a pos security pin.

ENTER PIN:

Clicking on OK will redirect the user to a new reservation window.

NEW RESERVATION:

You can create a new reservation by clicking on the Reservation button on the POS screen.

EDIT RESERVATION:

Based on the phone number you have added, the customer name, email and other details will be automatically populated.

If you remove the phone number then the others details of the customer will also get reset.

Click on the SAVE button to update the record.

RESERVATION NOTE:

You can also add some notes in the Notes Tab(For your reference).

RESERVATIONS COVER:

If reservation covers is greater than 8 then it is shown in red.

RESERVATION TIMEOVER:

If reservation time is over then it is displayed in red colour and a cross sign is seen to cancel the same. Click on cancel button(cross sign) to update the reservation state to ‘Cancel’.

CREATE CUSTOMER FROM RESERVATION SCREEN:

Click on the icon near Customer Name which will open a pop-up window to create a new customer.

RESERVATION SEAT:

Select reservation record and click on seat button to check-in to the restaurant. It will redirect you to the pos screen for order.

RESERVATION WALK IN:

Walk-IN button creates quick reservation and redirect us to the POS order screen.

RESERVATION GUEST HISTORY:

It displays all the reservation details of the customer. When you click on the Reservation button, it will redirect to reservation details.

Menu item: Point of Sale -> Orders -> Customers

SEND EMAIL:

Send email button on backend side is used to send the email to the customer for reservation confirmation. Menu item: Point of Sale -> Reservation -> Reservation

Click on the “Send Email” button on POS Screen to send the email for reservation

MOVE TO WAITING:

Select the reservation and click on Move to Waiting button to keep that reservation in the waiting state.

WAITING LIST BUTTON:

First select the reservation.Then click on Move to Waiting Button.The reservation will move to waiting list. Now click on Waiting List button.You can see the reservation details there.

CURRENT RESERVATION AND NFC CARD RESERVATION :

Click on the Current Reservation and it will show you the current reservations based on the shift.

The NFC card number is located in the customer form. If you like to know the reservation based on the NFC card number, just Click on the “NFC Card Reservation” button and enter the NFC number and you will see the all reservations of that particular customer along with the shift.

NFC VIEW:

Search reservations using NFC card number.

NFC CARD NUMBER CONFIGURATION:

Testing NFC card numbers:

1111 :         Azure Interior

113 :        Deco Addict

115 :        Lumber Inc

Menu item: Point of Sale -> Orders -> Customers

NFC SEARCH:

Enter NFC card number and click on the search icon. This action will show reservation(s) of that particular NFC card number along with the linked customer details based on current time and current shift.

BLOCKING AND UNBLOCKING SLOTS:

You can block and unblock time slots in grid view.

Click on grid view button, a pop up window will open.

2) Select the slots you want to block and then click on the “BLOCK SLOT” button.

3) Timeslot 17:45 to 18:30 is now blocked for table no 7. Now you can’t do any reservation between time slots 17:45 to 18:30 for table no 7.

4) To unblock the slots click on Blocked. A confirmation message pop up will be displayed .Then click on the confirm button, timeslots will be unblocked.

PAYMENT RECEIPT(1.1:A):

After payment it gets redirected to Payment Receipt.

BLINK ORDER(1.1:J):

PRE-ASSIGNED TABLE(1.1:D):

Next reservation time show on Table

WAITER MANAGEMENT(1.11):

WAITER CONFIGURATION:

Create a new user - waiter1.

Create a session for waiter1 in pos configurations

Login as waiter1 and start waiter1 session.

Menu item: Point of Sale -> Configuration -> Point of Sale

RESERVATION VIEW:

Select reservation and click on SEAT button

A waiter selection pop-up will open. Click on the required waiter. Press Ok button to transfer the order on to the waiter screen.

WAITER VIEW:

Waiter can take orders and payments for the same.

PAYMENT SCREEN:

Validate Payment

Generate receipt after payment. Then continue to next order.

GRID VIEW:

Gridview slot configuration: User can add the slot time base on choice in minutes.

Menu item: Point of Sale -> Configuration -> Point of Sale

29 November 2019

Odoo tips of the Month : October 2019

Dear Reader,

Being an expert of ODOO Since 12+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for October 2019. 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.

Odoo v13.0 is detecting sql-injection from pylint check #OdooExperience #OdooExperience2019 https://github.com/odoo/odoo/pull/36583

#odoo ORM refactoring: compute as onchange -> just use readonly=False and you are able to write it (w/out inverse) -> works on forms, write, create, works w/ related fields as well #OdooExperience

#odoo ORM refactoring: control computation by context using '@api.depends_context("key_foo'")' Tip: use "uid" special key to depend on user and "company" to depend on company #OdooExperience

Odoo v13 is faster thanks to new ORM single cache #OdooExperience #odooExperience2019

You can find the new project for the JS Framework in https://odoo.github.io/owl. This project is named Owl JavaScript Framework. #Odoo #OdooExperience

Why Odoo is faster than last year https://odoo.github.io/owl/ #OdooExperience #Odoo #OdooExperience2019

Odoo : Automatic transfer is another new tool in our accounting application! You can compute the transfer and post it in a click! #odoo #OdooExperience

sitspak: https://goo.gl/T8wMPh Odoo : New tax return system to be discovered in #Odoo V13 ! #OdooExperience

Odoo : The app will automatically compute the best price. No need to lost time in calculating it yourself #Rental #OdooExperience

Odoo : You can sign directly the contract, create an invoice, get paid... Everything in one flow. #Rental #OdooExperience

Manage multiple accounting standarts with #Odoo by using our new tool: Automatic transfer #OdooExperience

Odoo : Automatic transfer - move all the balance from an account at once #odoo #OdooExperience

Odoo : New tax return system to be discovered in #Odoo V13 !

Odoo : In #Odoo V13 an invoice is just a view of journal entries, so great ! #OdooExperience

Odoo : The quick export button is now available everywhere in Odoo: it takes the column currently displayed on the screen and export exactly what you see! How

efficient! #OdooExperience #odoo #awesomebutton

Wrong information in an invoice? No problem! Just edit the wrong lines and apply them on any other record with #Odoo Accounting app. #OdooExperience

In Accounting app #Odoo reads PDF files for you. It also calculates depreciation. Correct and edit inline taxes right away #OdooExperience

Odoo : Fully integrated skills management system in #odoo 13. A great way to improve your HR efforts in your company. Now live at #OdooExperience

Did you check the new @Odoo #javascript library ? Been working with it the last couple of months and it's very powerful and intuitive :) ! Try it, https://github.com/odoo/owl, don't be shy ! #Odoo #OdooExperience

New@OdooCommunitymodule in server-ux "mass_action" for@odoo 13.0 to allow users to make mass action (defined by python) on any items of any model. Review welcome here : https://github.com/OCA/server-ux/pull/97

#Odoo #migration tip of the day: view_type has been removed from the window action. Source commit: https://bit.ly/30O6k0S @ERPHarborCS #Odoo13 #OdooExperience2019

#odoo13 #odoo #tip all boolean fields will be set to "False" by default.

If there are more than 1000 products, usually it takes a lot time to load the #pos session and hence the screen. By using this module you can load more products as well as customers in comparatively very less time. https://apps.odoo.com/apps/modules/12.0/pos_quick_load_data/ #pos #pointofsale #odoo #OpenSource

In #Odoo13, You can directly create an Employee from User form view by clicking on the "Create Employee" button. The linked employee will also be visible in Smart Button. Follow now to get regular news & updates about #Odoo.

#Odoo #Developers To make the field optional in tree view you can set "optional" attribute to hide/show. For eg. <field name="state" optional="show"/> <field name="invoice_payment_state" optional="hide"/> A field without optional tag is mandatory shown in the tree view.

In #Odoo13 users can select the columns they wish to see on the tree view. It also applies to O2M tree views. The selection is user-specific hence each user can have their own set of columns for display.

#Odoo #migration tip of the day: track_visibility attribute removed in odoo 13.0, instead use tracking with sequence. i.e tracking=5. To track field value change.

In #Odoo13, the access warnings are more informative. It directly shows the Record Rule name which triggered the warning, including the record name and username. Follow now to get regular news & updates about #Odoo.

#Odoov13 #migration tip: Key must be of type string in selection fields. Ex: Allowed: [('0', 'Zero'), ('1', 'One')] Not allowed: [(0, 'Zero'), (1, 'One')] See discussion and source commit: https://github.com/odoo/odoo/pull/28891 @ERPHarborCS #Odoov13improvements #Odoomigration

The Auto Enroll Groups M2M field allows you to automatically add members to a course. You'll need to manually remove them if needed. #eLearning #tips #odoo

In #odoo13 @ api.multi is deletedhttps://github.com/odoo/odoo/commit/a8767716cfd14abc7f87204d4d180811f663b648

#Odoo13 TIP: Make sure to add "readonly=1" on the tree view as well if you want to disable "Quick Mass editing". (Till v12 it has no effect on Non-editable views)

#Odoo 13 includes an easy way to export the current list view as an XLS file. Commit: https://github.com/odoo/odoo/commit/ac00548b28c0c384b5b1423f65405e4918101872

Tip: In #Odoo 13 the activity view has a lot more options! You can add fields, show all activity types and even add images. See https://github.com/odoo/odoo/blob/ca9a733b27a1680403961eaa13cc62e5aa58a8fb/addons/project/views/project_views.xml#L702-L719

for example

Using execute_values method of #Psycopg2 Insert multiple records in #PostgreSQL It will help to import/insert #Bulk records in #database. #Psycopg2 #Python https://bit.ly/31Zgld3

In #Odoo13, "Add Shipping" section has been moved to the bottom of the screen and is now managed through a wizard. The "Get rate" button is removed and rates are automatically fetched upon onchange of Shipping method. Same for Coupons/Promotions.

In #Odoo13, New modules are added for "Subcontracting". A new option for "Subcontracting" is available under BOM Type. You can also select the Subcontractor location on the customer profile and enable "Resupply Subcontractors" under Warehouse config.

Just released a python lib to automate migration of @odoo modules code : https://pypi.org/project/odoo-migrate/ @OdooCommunity thread : https://odoo-community.org/groups/contributors-15/contributors-147819 Still WIP. Reviews welcome.

#Odoo13, In Quotation view, while entering a stockable product, the salesperson can easily see the available and forecasted quantities of that product via the "info icon". Quite a handy feature for the end-users. #Odoo #Futurelens #Tips #Updates #News #ERP #Sales #Programming

We have already migrated the most popular #OCA @OdooCommunity module: the responsive backend web client for Odoo Community! https://github.com/OCA/web/tree/13.0/web_responsive

I notice that the Odoo official style guide states that Recordset Python variables should not have a _id/_ids suffix: "Don’t use partner_id to contain a record of res.partner" https://odoo.com/documentation/12.0/reference/guidelines.html#symbols-and-conventions

In #Odoo13, Landed Cost is now available for products with the Average Costing method(AVCO). System will automatically update the average cost price of the product when landed costs are validated. Moreover, users can now directly manage it through Vendor Bills. #Awaited #feature

#Odoo13 allows the calls and SMS directly from the contact form. Click the buttons to initiate them. Click here to know the SMS pricing in your country: https://iap-services.odoo.com/iap/sms/pricing #Odoo #Odoo13 #Futurelens #Contacts #Calls #Sms #ERP #Implementation #Developments #Customization

#Odoo13Accounting Download the Free Module: https://apps.odoo.com/loempia/download/om_account_accountant/13.0.1.0.0/75NdL6UK9kIEGGQ5AcLaiJ.zip?deps

Tip: #Odoo 14 will come with a whole new JS framework named Owl. The first PR's are already landing in master (at https://github.com/odoo/odoo/pull/38423). The roadmap for Owl can be found at https://github.com/odoo/owl/blob/master/roadmap.md and all the code at #Odoo #Odoo14 #Futurelens #Owl #javascript

#Odoo Font awesome 5.x will most likely come in V14. See https://github.com/odoo/odoo/pull/35826 Contact for Odoo Development

@thefuturelens #Odoo #Odoo14 #FontAwesome #New #Features #Tips #Programming #Updates #News #Development #Implements #Customization #ERP #TuesdayThoughts

TIL Don't put a try / except inside a savepoint, goes double if it is also inside an api.Environment. Put it outside and save yourself my pain.

In #Odoo13, You can add a Video URL to your Product which is visible on the WebStore. #Odoo #Ecommerce #Product #Video #Developers A new widget="video_preview" is available to preview the video in backend. #Follow now, #Comment to share your views on it & RT.

Currently, #Odoo supports Video URLs from #Youtube, #Vimeo, #DailyMotion, #Instagram and #Youku.

With each release, #Odoo improves a lot in system usability. In #Odoo13, when you make any change in the Settings of any module, the system notifies you about unsaved changes. The user should save first and then move. A small but important improvement. #LeverageOdoo

#Odoo13, has a #cool new #progressbar to visualize the upload progress of a file in the #Documents module. This was missing in v12 which now makes it more #UserFriendly. #Odoo #Documents #Follow now to get regular tips & updates. #Comment to share your views on it & RT.

No more Paid state on Invoice & Bills in #Odoo13. If the Invoices(Bills) are paid, there will be a ribbon 'Paid'. On the list view, you have the Payment state field though. #Odoo #ERP #CloudERP #LeverageOdoo

#Python #Tips You can use #pandas str methods to rename the columns of your dataframe:

>>> df.colums = df.columns.str.replace(' ', '-')

>>> df = pd.DataFrame({'John Doe': [1, 2, 3], 'Jim Smith': [4, 5, 6]})

>>> df.columns = df.columns.str.split().str.get(-1)

#Odoo #Futurelens

#odoo : New@OdooCommunityV12.0 module for @odoo that adds code in http://res.company (usefull in multi company context) Review available here : https://github.com/OCA/multi-company/pull/166

SerpentCS Showcases the #Paytm #payment #gateway #integration - Paytm to #Odoo. Easy #Transaction #environment https://apps.odoo.com/apps/modules/12.0/payment_paytm_scs/ @Paytm #payments #Paytmcare #PaytmMoney #PaytmBank #ecommerce #system #paytmkaro #PaytmMall #PaytmApp #ERP #OpenSource #SerpentCS

github.com/odoo/odoo/pull/39048 Full refactor pricelists in @Odoo for v14.0

#Odoo13, Education and Skills in Employee Form shows better UI representation of One2many data rather than conventional tabular view. This gives us an idea of UI level customization which can be done for O2M. #Odoo #Developers You can study 2 widgets "hr_resume" & "hr_skills".

#Odoo commits to see : Raspberry Pi4 will be supported :https://github.com/odoo-dev/odoo/commits/master-iot-support-rpi4-qle

Understanding Odoo Module Structure #erp #odoo http://www.getodootraining.com/understand-odoo-module-structure/

Decorators are overkill for such use cases, and bloat the stacktrace. @api .one and@api.multi have been removed in #odoo 13. In my opinion, ensure_one() should be replaced by "assert" expressions: it's what it is. You could even save the CPU cost on production DB (-O)

What are the new features in Odoo 13 - Functional

What are the new features in Odoo 13 - Technical

Also check out our series of live webinars.

Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 173 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 82+ full time OpenERP/ODOO experts and having 12+ years of experience in Odoo/OpenERP. We have conducted 99+ local and international functional and technical training on OpenERP with 97% satisfaction ratio.

Look at the events and customer feedback.
Thanks.

27 November 2019

Odoo tips of the Month : September 2019



Dear Reader,

Being an expert of ODOO Since 12+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for September 2019. 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.

Tip: In #Odoo 13 the activity view has a lot more options! You can add fields, show all activity types and even add images. See https://github.com/odoo/odoo/blob/ca9a733b27a1680403961eaa13cc62e5aa58a8fb/addons/project/views/project_views.xml#L702-L719

        for example

#Odoo #V13 Synchronize your orders in the PoS restaurant. Very useful when you have several waiters working on the same tables.

#Odoo 13 will switch from SHA-1 to SHA-2! Older databases their attachments will be upgraded from SHA-1 to SHA-2 with a cron, 100 records at at time. See https://github.com/odoo/odoo/pull/36430

#Odoo 13 allows to do batch imports to avoid timeouts. PR: https://github.com/odoo/odoo/pull/36472

With this commit https://github.com/odoo-dev/odoo/commit/1c639c6fef85f739618e86f53bc7f31f5d9bd0de creating a partner takes now 8.17ms: 6.4x faster than #odoo 12

v13 Features: -Checklists are now supported by the HTML Editor -You can use newly added activity types and requests when scheduling an activity, such as 'Upload Document'!

You were waiting for this for a long time. The #mega #menu is there. Customize it with images or any other snippets. Great for your products categories of your #ecommerce for instance. #odoo13 #odoo #v13 #websitebuilder

A more technical task, but important for #SEO, has been merged, the Canonical tag (to prevent duplicate content). Thanks to #OCA . #odoo #odoo13 #canonical #v13 full info on    PR: https://github.com/odoo/odoo/pull/35852

#Odoo R&D peek: New Planning app! Forecast human resources over projects and tasks. https://i.imgur.com/AFG7Zod.png https://i.imgur.com/UkkVEYc.png https://github.com/odoo/enterprise/commit/6a271f4ab035f51fc2b76a66092ee6f1467112a8

#odoord

I just migrated my #Odoo backup module from V12 to V13! Any testing is welcomed already. See https://github.com/Yenthe666/auto

#odoo 12 #Singapore localisation updated as per the latest Govt policy - https://odoo.com/apps/modules/browse?price=Paid&search=Singapore #SerpentCS

#Odoo13 For better users' management! Easily Open the Groups, Access Rights Lists, and Record Rules by clicking the newly added smart buttons in the Users form a view #Odoo #Futurelens #ERP #User #Management #Groups #Access #Rights #Record #Rules #OpenERP #MondayMotivation

Free Odoo App by KSOLVES "List View Sticky Header" FREE Download:- https://odoo.com/apps/modules/12.0/web_listview_sticky_header/

#Odoo 13 includes an easy way to export the current list view as an XLS file. Commit: https://github.com/odoo/odoo/commit/ac00548b28c0c384b5b1423f65405e4918101872

Now #Odoo have a #WMS #logistics repo in @OdooCommunity. The reservation mechanism rocks https://github.com/OCA/stock-logistics-warehouse/pull/683 ! Track the overall    progression here:

Odoo v13 Sneak Peeks: For system cost reduction, employees can login to their designated Point of Sale session instead of only as a User. #SmartWay #Odoo #Solutions #ERP #Features #experience #POS #access #Click #Release #users #SneakPeek #employee

#Odoo13 allows the user to set the Default Analytical Accounts for Products, Contacts, and Accounts. Even can set it for a specific date range. #Odoo13 #Odoo #Futurelens #ERP #Accounting #Analytical #Accounts #Products #Contacts #Features #OdooDevelopment #OdooImplementation

#odoo PR to observe for developers : How you may correct your context calls in v12 : https://github.com/odoo/odoo/pull/36691

The linkage between SO/PO and invoices based on the origin (a text field) is gone in #Odoo 13.0: compare old: https://github.com/odoo/odoo /blob/90143c18f50ff31ded5aba7d7ba3beb66423ff06/addons/sale/models/sale.py#L55 and new: https://github.com/odoo/odoo/blob

Odoo v13 Sneak Peeks: A user can view their profile from 'My Profile' option #SmartWay #Odoo #Solutions #ERP #Features #experience #access #Click #Release #users #SneakPeek #employee

A Complete HR Job portal - great for employers, great for job fair events Multitenant Employment job portal in #odoo https://apps.odoo.com/apps/modules/11.0/job_portal/ #serpentcs #erp #Website #hr #HRMS #job #portal #employee #hrsoftware #HR #HumanResources #humanresourcesmanagement #HRTech #SerpentCS.

#odoo #v13 coming with SMS marketing module. Now users can plan there #SMS #campaign from @Odoo it self. Looking forward to having #WhatsApp #Telegram & many more by default available to create campaigns in #Odoo #V14 #ERPHarrborCS #Odoo #ERP

        BusinessDevelopment #solution

@OdooCommunity Gantt chart module Odoo https://github.com/OCA/project/tree/12.0/project_timeline

        Mature module from v9, v10, v11 and v12

Model Merges v12: account.invoice -> v13: account.move v12: account.voucher -> v13: account.move v12: account.invoice.line -> v13: account.move.line v12: -> v13: account.move.line v12: account.voucher.line -> v13: account.move.line #Odoo #Odoo12 #Odoo13

Now you select where to place your signature in emails when quoting or forwarding #Odoo messages using our free Mail Messages Easy app

        Available for #odoo10 #odoo11 #odoo12 #ERP https://apps.odoo.com/apps/modules/12.0/prt_mail_messages/

The #Odoo QWeb documentation initial paragraph provides a link to the Wikipedia page for "HTML". Maybe it's me, but I felt that to be somewhat passive/aggressive... https://odoo.com/documentation/

Odoo 13 Community Removed Payroll #Odoo13 #Odoo13_payroll #OdooCommunity

Odoo : #Odoo13 allows you to create "mass ordering" 3X faster !

A nice module lands on #odoo Appstore - #Netoff invoices when the partner is both customer and supplier, and you wish to reduce the bank transactions https://odoo.com/apps/modules/11.0/account_netoff_invoices/ @Serpent_CS

    #Accounting #reconciliation https://www.odoo.com/apps/modules/11.0/account_netoff_invoices/

Coverage.py is a tool for measuring #code coverage of #Python programs. It monitors your executed code and analyses its source to identify actual code that could have been executed. Usage: coverage3 run ./odoo-bin --test-enable --log-level=test #Odoo

psycopg2.sql will be supported in #odoo13 : https://github.com/odoo/odoo/pull/37561 #odoo

@CardConnect Payment #Integration,Reduce credit card processing costs with this #module for @Odoov12. Download for #free : https://odoo.com/apps/modules/12.0/payment_cardconnect_cr #cardconnectblue #cardconnect #payment #gateway #odoo #candidroot #v12 #OCADays #OCADays2019 #odooexperience2019 #OdooExperience

@OdooCommunity 'pos_margin' module for @odoo Point of Sale migrated to V12. https://github.com/OCA/pos/pull/385

What are the new features in Odoo 13 - Functional

What are the new features in Odoo 13 - Technical

Also check out our series of live webinars.

Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 173 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 82+ full time OpenERP/ODOO experts and having 12+ years of experience in Odoo/OpenERP. We have conducted 99+ local and international functional and technical training on OpenERP with 97% satisfaction ratio.

Look at the events and customer feedback.
Thanks.

27 November 2019

SerpentCS Receives 5-Star Rating for Odoo ERP!

For the last 12 years, we’ve provided expert service, whether it’s an OpenERP or Odoo based bespoke product, Odoo implementation, customization, migration or consultation. We listen to our client’s needs to develop the best solution that will help our partners grow and prosper. It isn’t always easy, but it’s definitely worth it!

We were very excited to receive another positive review on Clutch! A B2B ratings site, Clutch seeks to connect businesses for upcoming projects by publishing verified reviews conducted by Clutch analysts.

Of all the ERP consultants in India, we are ranked number 2 on Clutch’s rankings with an average rating of 4.8 out of 5 stars!

In a recent project, our client needed a platform that would track every facet of their business. This included accounting and payments, online hotel reservations, and POS machines. In our solution, we designed and built an end-to-end automated database platform that used an Odoo application.

The resulting product improved our client’s key performance indicators and enabled them to reallocate expenses to create fully productive revenue-generating functions. In addition to the quality of our work, our partners praised our communication and project management style.

“They produced high quality, thoroughly tested work. When there was an issue after a build, they jumped right on it. That’s all you could ever ask.” – Jonathan Gibbons, HCI Holdings Partners Corp.

Over the years, Serpent slithered its way to the top by remaining dedicated to working hard and satisfying our customers. So, it’s no surprise that we have several glowing reviews on our Clutch profile.

In another review, our partners recognized that we were on the cutting edge of our field and commended us for our ability to problem solve. We helped this manufacturing company by implementing a planning system to improve workflow and efficiency.

The new system manages emails, production planning, inventory, and role assignments, reducing the time and resources needed. To maintain quality customer service, we worked around the clock and were available whenever our partners had questions.

That’s what you can expect working with SerpentCS!

We would like to thank our clients for their kind words. Because of their reviews, we’re also on The Manifest’s list of Top 20 ERP Consultants in India! A Clutch sister site, The Manifest collects business news and compiles how-to articles for innovators in their field. We look forward to being featured on Clutch’s third platform, Visual Objects, which showcases the portfolios of top creative agencies.

Are you wondering how we have achieved all this? Simple! We have excellent technical team along with perfect SDLC model in place. On top of all, we have great mentors who continuously monitor technical team and sales team.

To learn more about how we can help your business, give us a call or contact us through our website.

07 October 2019

Odoo tips of the Month : Aug 2019

Dear Reader,

Being an expert of ODOO Since 12+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for Aug 2019. 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.

A new image field and a mixin makes it easier to handle different image sizes with Odoo 13. https://github.com/odoo/odoo/pull/34925

#Jasper Report engine with #odoo works cool with https://github.com/JayVora-SerpentCS/Jasperreports_odoo/tree/12.0 #contribution #opensource

New @odoo module 'module_repository' to know which git repositories are used on your instance. Review available here : (link: https://github.com/OCA/server-tools/pull/1630) github.com/OCA/server-too…

#Odoo R&D peek: We might be working on coupling every commit with its own upgrade script for continuous upgrade capability. (link: https://github.com/odoo/odoo/commit/bbb1a8f151b07d0125fc6d7d89375aa22681aac5) github.com/odoo/odoo/comm… (link: https://github.com/odoo/odoo/commit/dfc9fe6a547aabb3f2c39b448e79bd776d8ec319) github.com/odoo/odoo/comm… #odoord

#Odoo R&D peek: Insta-search models fields in Studio. (link: https://streamable.com/btknj) streamable.com/btknj (link: https://github.com/odoo/enterprise/commit/eee9586cb849e9a541be57e55ddf2fba5664d06c) github.com/odoo/enterpris… #odoord

Using this #Odoo module, registered project user can fill up timesheet in project tasks and issues from both list and form view on click of a button. User can also view the stage of work (To do,In Progress,Cancelled,Done) (link: https://apps.odoo.com/apps/modules/10.0/project_timesheet_entry/)

Nice productivity improvement for #Odoo 13: use formulas in float fields. e.g. compute discounts in a purchase order.

#SerpentCS launching the Seemless Visa Management solution for Visa Agents - #SERVISA (link: https://www.odoo.com/apps/modules/12.0/servisa/)

Tip: after the removal of the api.multi and (link: http://api.one) api.one decorators in #odoo the api.returns decorator is now being removed too! See https://github.com/odoo/odoo/pull/35595

#Odoo R&D peek: Use Google Slides as worksheets in your manufacturing operations. Update instructions instantly for all your workers without having to rebuild, reupload, or reprint PDF files. (link: https://i.imgur.com/DxSs1hr.png) i.imgur.com/DxSs1hr.png (link: https://i.imgur.com/mlDeFKc.png) i.imgur.com/mlDeFKc.png (link: https://github.com/odoo/enterprise/commit/de73482e0ade42927fe54975c93e1098b4539a77) github.com/odoo/enterpris… #odoord

A huge patch hit the #Odoo master. This will mean a lot of code migration for Odoo 13 but the performance wins are looking very promising. https://github.com/odoo/odoo/pull/35659

SerpentCS having module CarReservation FleetReservation VehicleReservation in Odoo. (link: https://apps.odoo.com/apps/modules/10.0/car_reservation/) apps.odoo.com/apps/modules/1… #erp #odoo #car #vehicle #fleet #reservation #software #system #SerpentCS

Stop having side effects in methods decorated by api.constrains. #odoo https://github.com/OCA/server-tools/issues/1642

With #Odoo 13 the Font Awesome version will be updated from 4.7.0 to 5.10.1. Even though this will cause some code migration https://github.com/odoo/odoo/pull/35826

Odoo 13: This is how you would see Odoo Developer Settings:

#Odoo R&D peek: Matrix display to create/edit sale orders and purchase orders much faster. Typical in the fashion industry and many others. Take the red pill with Neodoo. (link: https://i.imgur.com/mPdQd3f.png) i.imgur.com/mPdQd3f.png (link: https://i.imgur.com/NDzuP4s.png) i.imgur.com/NDzuP4s.png (link: https://i.imgur.com/RjKp5Aj.png) i.imgur.com/RjKp5Aj.png (link: https://github.com/odoo/odoo/commit/388b38af56cb157f2a364a149a24f2a12cec69f2) github.com/odoo/odoo/comm… #odoord

Odoo 13 : Under back2basics banner, Odoo has various new UI changes and usavility fixes introduced : https://github.com/odoo/odoo/pulls?utf8=%E2%9C%93&q=is%3Apr+Back2Basics+

Telegram to Odoo integration: create notes in Odoo from messages sent or forwarded to telegram bot. https://odoo-sync.sh/x2odoo/telegram2odoo-via-lambda/documentation.html You can configure any other messenger that has API. You can create any other records in Odoo and make other actions on receiving the messages.

Odoo13 gets a generic payment interface. This should make it easier to connect terminals in the future. An integration for Adyen is also included. Very nice to see that the POS in version 13 gets some love. Commit: (link: https://github.com/odoo/odoo/pull/35702) github.com/odoo/odoo/pull…

#odoo13 Enterprise - Subscription module is going allow alert be reached by SMS : https://github.com/odoo/enterprise/pull/5143

Customers will pay with SEPA direct debit in #Odoo 13. Very useful for subscriptions. The mandate is sent automatically by email.

#odoo13 tip for developers : Module categories are renamed - https://github.com/odoo/odoo/pull/35754/files #odoo

The process of cancellation of MO has been improved for V13, you can have a look at this for more details : https://github.com/odoo/odoo/pull/34026

The new Map view for #Odoo13 is awesome! You can add it on any model and can fully customize the pop-ups. #Odoo #Odoo13 #Futurelens #Map #Sales #CustomerService #Features #OdooERP #ERP

Odoo13 will raise an error if you have a computed field without assign the value, even if it is a falsy. Consider this case for your migration process:https://github.com/odoo/odoo/issues/35932

Tip: the #Odoo editor that was being built for V13 has been official postponed to V14. Odoo V13 will come with the same code editor as V11/V12 (with another wysiwyg abstraction layer). See https://github.com/odoo/odoo/pull/35677

oldname fields attribute deprecated for v13.0 for your consideration when you are migrating https://github.com/odoo/odoo/commit/e8a3f1a04e38ffc8b2a3b362743503840a738ff6#diff-4f1878356dde70c7e0aae8ab99ec2ffe

In #Odoo 13 you can easily send custom payment links to your customers from orders or invoices (down payment, followup, etc.). Payment is auto-reconciled with the invoice.

Online Learning System - This Module provides facility of learning from #Videos, #Infographic, Documents and Presentations according to Various Topics. https://odoo.com/apps/modules/12.0/online_edu/

SerpentCS having module CarReservation FleetReservation VehicleReservation in Odoo. https://apps.odoo.com/apps/modules/10.0/car_reservation/

#erp #odoo #car #vehicle #fleet #reservation #software #system #SerpentCS

Sneak peek of the #Odoo 13 Gantt view.

What are the new features in Odoo 13 - Functional

What are the new features in Odoo 13 - Technical

Also check out our series of live webinars. Register today

Get odoo functional Technical System Administration Training from Industry experienced trainer at Dubai Join Our Training , Be Prepared for Odoo Certification
Register your seat today

Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 173 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 86+ full time OpenERP/ODOO experts and having 12+ years of experience in Odoo/OpenERP. We have conducted 99+ local and international functional and technical training on OpenERP with 97% satisfaction ratio.

Look at the events and customer feedback.
Thanks.

11 September 2019

Odoo CRM at a Glance - Open Source CRM Software - SerpentCS

Excellent management is key for any operation or activity, be it industrial, life, office work or even for any business. When we talk about CRM (Customer Relationship Management), we engage many entities i.e. Customer, Sales Person and the purpose of inquiry. Let’s explore why you need CRM and why we suggest Odoo CRM for your organization.

Why your company/organization needs CRM?

Contact Management

Lead Management

Sales Team Management

Interactive reports

It is easy and effective when you have to manage limited clients and that can be done by paper work or simply by using notes. One can remember or note down contact details, client requirements and status as it goes further. Well, it is complex to manage all when you have multiple sales team and loads of inquiries to manage. There can be chances that your sales team forgot to jump on next call of action, missing follow ups, no status reports etc.

Let’s see what Odoo CRM offers you with screenshots.

Leads: You can create lead from system and also get leads from newsletters, website and from other marketing efforts.

Lead Page:

Here you can see all leads in list view and that can be also turned to kanban view. There you will also find various filters to narrow down list of leads based on specific requirements.

New Lead:

In the above screenshot ,you can see CREATE tab which will allow you to create new lead and add all relevant data. New lead can be assigned to specific sales person to manage it further.

Lead to Opportunity: Lead can be converted to opportunity for further nurturing.

Opportunity Page:

Here you can keep track of leads stage simply by dragging to a new stage. You can rate the lead, set estimated revenue, give it a tag and even schedule activity from there.

Quotation:

Once you mark lead as won, you can see create quotation button on top left.

Now you can create complete quotation with product details and can send it to client for approval. Here,I want to address one more cool feature that, your client can accept and sign the quotation by clicking on the link they receive in email. Next screenshot is of new quotation which can be passed to client in many ways, download and print it so you can handover it physically. Send electronic copy by email which will allow online interaction i.e. Sign and Accept.

Accept and Sign:

One can see many interesting functionality in Odoo Enterprise 12 version, this really makes all easy, superfast and convenient for business owners, managers and even to sales person.

There are many reports available which can make top management's job easys. All we need is optimization in terms of resource and timeline.

Lead Analysis Report:

Pipeline Analysis Report:

You can find almost all report filters one can think of from Odoo CRM. As Odoo is modular and can be integrated with other Odoo modules , in one click i.e. CRM can be linked to Website, Sales module, Accounting module etc..

Are you thinking of excellent CRM software for your business? Odoo is the best choice for your business as you can leverage the benefits of other Odoo modules as well. Odoo is a complete suite of business applications which is cost effective and booming in the market.

We at SerpentCS, enjoy implementing Odoo ERP for our customers. Get in touch with us if you need more information about Odoo.

04 September 2019

We’re Nominated for the 2019 Odoo Awards!

Every year during Odoo Experience, Odoo honours and gives recognition to their starters and partners that have best embodied the Odoo values and spread the Odoo concept globally.

We're fortunate enough to nominated for Best Contributor and Best Partner award and excited to attend this year's big event held by Odoo at Aula Magna, Belgium.

As an Odoo Partner, team Serpent has executed a vast number of projects for small, medium, large scale and public/government organisations. The core team of Serpent Consulting Services Pvt Ltd has more than 12 years of industry experience in building comprehensive ERP solutions for domestic and international customers; team Serpent is an expert in understanding client's unique business requirements and enrolling them with the best solutions using Odoo Enterprise Edition and this is the reason why we are nominated for "Odoo Best Partner".

To build the best enterprise management software ever created, something required to foster a perfect collaboration between all OpenERP actors. By joining the contributions and feedback from the Community, with the market knowledge and experience of Partners and the quality control and vision of the Publisher, Odoo gets the benefits from different resources across the world and create a great product for the customers. This is the recipe of OpenERP's development and business model. We are equipped with an excellent team of Odoo Developers who are working continuously to contribute to Odoo and hence one of our Gem is nominated for Best Contributor Award.

We would like to express our sincere gratitude towards ODOO for Nominating us in the Categories- "Best Contributor" & "Best Partner India". We cannot be happier than this. See you all Odoo Champions at Odoo Experience.

30 August 2019

Odoo tips of the Month : July 2019

Dear Reader,

Being an expert of ODOO Since 12+ years, we have been releasing some useful tips and news around Odoo every month. Here we go for July 2019. 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.

No more #static Smart buttons to #Archive records, Related Actions will be added automatically if model has #active field. See more at github.com/odoo/odoo/pull…

New #Odoo 13 calculator widget in action! Commit: github.com/odoo/odoo/pull…

in #Odoo 13 both the api.one and the api.multi will be removed! By default every function will be a recordset and you don't have to provide these decorators (anymore). See https://github.com/odoo/odoo/pull/34775

Setup and configure Odoo point of sale for visit https://www.odoo.com/documentation/user/12.0/point_of_sale.html

It seems that #Odoo 13 finally allows the upload of attachments in the portal. Commit: https://github.com/odoo/odoo/pull/34526

#odoov13 is coming up with an alternative to onchange - compute with readonly=False.https://github.com/odoo/odoo/pull/32784

#Odoo R&D peek: Stock valuation by location is back in v13, even with financial FIFO. (link: https://i.imgur.com/3dD1AVB.png) i.imgur.com/3dD1AVB.png (link: https://github.com/odoo/odoo/commit/c861edefaa0009ba214d79a53376c85ab9f45991) github.com/odoo/odoo/comm…

#Odoo R&D peek: Specify columns aggregates as a sum or average for any monetary field with Odoo Studio. (link: https://streamable.com/e8m3i) streamable.com/e8m3i (link: https://github.com/odoo/enterprise/commit/534b681175f59aef07488b4d4d21b4a3869cda3d) github.com/odoo/enterpris…

Better handling of Error messages with Good design on #Odoo13 Related commit: https://github.com/odoo/odoo/commit/283f8fed6e85f2df0386de46138129b4cadc52d7

#Odoo R&D peek: Load shipping carrier prices asynchronously for faster page load and better ecommerce checkout experience. (link: https://github.com/odoo/odoo/commit/3bdf6cb3589b081b6491284bf32dd43c5d9f66d4) github.com/odoo/odoo/comm…

#odoov13 will come with #POS quicker upon session closing, creating single journal entry avoiding Bank statement entries! https://github.com/odoo/odoo/pull/33578

12.0 module to analyse code source installed on your customer instances. PR : (link: https://github.com/OCA/server-tools/pull/1618) github.com/OCA/server-too… Full Description : (link: https://github.com/legalsylvain/server-tools/blob/12.0-ADD-module_analysis/module_analysis/README.rst) github.com/legalsylvain/s…

pos_order_mgmt @OdooCommunity for @Odoo : PoS module lands in V12. Return, copy or reprint done Pos Orders. link : https://github.com/OCA/pos/tree/12.0/pos_order_mgmt)

#Jasper Report engine with #odoo works cool with #odoo12 (link: https://github.com/JayVora-SerpentCS/Jasperreports_odoo/tree/12.0) github.com/JayVora-Serpen… #contribution #opensource

SerpentCS having module CarReservation FleetReservation VehicleReservation in Odoo. (link: https://apps.odoo.com/apps/modules/10.0/car_reservation/) apps.odoo.com/apps/modules/1… #erp #odoo #car #vehicle #fleet #reservation #software #system #SerpentCS

#SerpentCS is coming #Singapore on Aug 14 to Aug 18. #SerpentCS is coming #Dubai on Aug 25 to Sep 19. Contact on (link: https://www.serpentcs.com/contact-us) serpentcs.com/contact-us and Book your calendar to meet the #Odoo GOLD Partner.

The Seemless Visa Management solution for Visa Agents in Odoo- #SERVISA https://www.odoo.com/apps/modules/12.0/servisa/

Get yourself #Odoo certified with Complete champ training. (link: https://www.serpentcs.com/services/trainings/odoo-champ) serpentcs.com/services/train…

#Odoo R&D peek: Inventory forecast. Never run out again. (link: https://i.imgur.com/DXaCQeb.png) i.imgur.com/DXaCQeb.png (link: https://i.imgur.com/cXgJJkt.png) i.imgur.com/cXgJJkt.png (link: https://github.com/odoo/enterprise/commit/81b2c49a2d991a8f257b678cbad62bb30b200a98)

You can add sections and notes to purchase orders in #Odoo13

As the models like res.currency were not able to use a decimal precision in #Odoo13 the decimal precision feature is made as an #ORM feature and not as a specific module.

#Odoo13 No more fake domains/code to handle 'None'/'Null' values for boolean fields from #Odoo13. All boolean fields will be set to "False" by default. More info at: https://github.com/odoo/odoo/pull/34730

#Odoo 13 will automatically add a report on validated bank statements. Commit: https://github.com/odoo/odoo/pull/34659)

Prototype of new smart date filters with explicit values based on last 3 months, quarters, last 3 years. Will be very useful in reports.

With the new user profile menu, everyone at MyCompany will know that I'm the best violinist in town! #odoo #odoo13 #demodata

#Odoo R&D peek: Load shipping carrier prices asynchronously for faster page load and better ecommerce checkout experience. (link: https://github.com/odoo/odoo/commit/3bdf6cb3589b081b6491284bf32dd43c5d9f66d4) github.com/odoo/odoo/comm…

#Odoo13 will get new modules for 'Amazon Connector ' and 'Amazon/Delivery Bridge' in #Enterprice edition More info on https://github.com/odoo/enterprise/pull/4923

Odoo : That's a nice one for #UX in #Odoo! Add Search Panel in multi-records views (at the moment, Kanban and List). (link: https://github.com/odoo/odoo/commit/581417185cac1e92df665e816202644a01369ed0) github.com/odoo/odoo/comm…

Pax payment terminal odoo pos integration (link: https://youtu.be/S0Yg1a_F-VU) youtu.be/S0Yg1a_F-VU

Module for adding job_portal / career feature to your company website : Let more aspirants join you with a first smooth experience before they explore more. (link: https://www.odoo.com/apps/modules/12.0/job_portal/) odoo.com/apps/modules/1…

#Odoo13 will have new "ribbon" Widget which adds ribbon on top-right of form view. See more info on (link: https://github.com/odoo/odoo/pull/34662) github.com/odoo/odoo/pull… #Odoo #OdooTips

In #odoo v13 we will get rid off continuous diffs in translations due to the change of code that moves in-code translations to other lines: (link: https://github.com/odoo/odoo/commit/98cc300cec732bced04bd5b4abbe9b87def10a91) github.com/odoo/odoo/comm… Although the initial big diff for normalizing this on existing files will be there... Thanks to

@mart__e

Build your courses before publishing them. The tile will have a slight opacity and a tag Unpublished to allow you to identify them easily. #odoo #odoo13 #v13 #eLearning #websitebuilder

No reason to not display the Field Help in header cell. It's now the case, whatever the debug mode. #odoo #odoo13 #v13

First piece of code landed already for the future #WMS #OCA

Apps in #odoo ! check that: (link: https://github.com/OCA/stock-logistics-warehouse/issues/640) github.com/OCA/stock-logi… Allows to split operation after reservation occurs. Ref doc:

WMS Odoo OCA App

SCA for #Stripe has already been implemented for #Odoo 12.0 and 13.0. 12.0: (link: https://github.com/odoo/odoo/pull/35015) github.com/odoo/odoo/pull… 13.0: (link: https://github.com/odoo/odoo/pull/33978) github.com/odoo/odoo/pull…

#odoo commit to watch : use image.mixin to manage storing multiple image sizes https://t.co/Ck2sobbi3o?amp=1

What are the new features in Odoo 13 - Functional

What are the new features in Odoo 13 - Technical

Also check out our series of live webinars. Register today

Get odoo functional Technical System Administration Training from Industry experienced trainer at Dubai Join Our Training , Be Prepared for Odoo Certification
Register your seat today

Serpent Consulting Services Pvt. Ltd. is providing various ODOO services in more than 173 countries. Our services includes Training, Support, Migration, Implementation, Development and offshore. We are a team of 82+ full time OpenERP/ODOO experts and having 11+ years of experience in Odoo/OpenERP. We have conducted 99+ local and international functional and technical training on OpenERP with 97% satisfaction ratio.

Look at the events and customer feedback.
Thanks.

13 August 2019

What are the new features in Odoo 13 - Technical