Twitter Integration in Odoo

Every organizations are using twitter nowadays to promote their products as well as group discussion. so instead of managing separate window to get active for tweets , odoo comes with twitter integration.
Odoo provides Twitter Roller in Frontend (Website), that rolling tweets for a single channel continuously.
Here I come with easy steps for twitter integration,
Step 1: Install website_twitter Module.

 

Step 2 : Once we have done with module installation, navigate to Website.
             Click on Edit then place twitter roller snippet in webpage where ever you want to see the tweets.
             Click on Twitter Configuration URL. It will allow to do some configuration to connect Twitter Account with Odoo.
Step 3: Here we need to place some secret keys to connect Twitter API
            Goto : https://apps.twitter.com/app/new
 
Step 4: We need to create Twitter Application to get secret keys for connect twitter api from Odoo.
Step 5: I have created a Demo Application, you can check I got my secret keys that I highlighted below.
            Just simply copy and paste following secret keys to odoo website setting,
      1. API Key
      2. API Secret
Step 6: Just simply copy and paste following secret keys to odoo website setting,
      1. API Key
      2. Secret Key
      3. Channel [It is # (hashtag) channels like (#Odoo, #Funworld etc.)]
        I.e Odoo (without # symbol)
Step 7: Here we go 😀 🙂
            All the tweets are rolling here from left to right, you can select any of them by simple mouse hover.
           You can retweet and comment by click on that. It will redirect you on twitter.
Have fun 🙂

How to boost your sales with flexible, easy to use product recommendations ?

Hello Friends,

After a long time, here i come with small but most important feature of Odoo that is product recommendation configuration – Odoo Ecommerce.

How to boost your sales with flexible, easy to use product recommendations ?

 

Lets start with few configuration steps that allows your customers to shop their desire products on same page instead of search individually in entire site.
 
Step 1: Open Any product, In Sales tab there are two important fields and set them,
             1. Accessory Products
             2. Optional Products
Step 2: Now move to website, and start to shop that product,
1. Accessory Products :
–  See, whatever products we have set in Accessory Products, they appeared as Suggested products.
–  So Customer don’t want to look around all other products to find out best matched recommended accessory products of main product.
 
2. Optional Products :
 
–  Same like Accessory Products, you can also set Optional ProductsOptional Products are like Warranty, Membership Contract, Onsite Support Service etc.
 
– See Optional warranty product is listed here, Customer can shop this service product with this main product.
Hope this small configuration tip help you a lot,

OpenERP Product Configuration

*Product is a heart of ERP, If our product configuration is wrong then every thing will becoming wrong and we can not succeed to our flow.

Let’s discuss about the OpenERP

In OpenERP we have lot’s business application like sale, purchase, manufacturing, accounting, warehouse etc…. All this business application product are mainly related to it.

Now, I have to start with product configuration and describe the different flow according different configuration.

 We have categorized a product with three different way:

1) Product Type.

2) Procure Method

3) Supply Method.

*Product Type:

:- Stockable:  That type of product which can be a stock i.e. Computer,  Furniture.etc..

:-Consumable: That can not be a stock for long time which can be stock for only some time duration. i.e Fruit and all food things..

:- Service: This type of product which can not be a stock as well as produce by the man power(human)

* Procure Method:

:- Make to Stock: We always take care about the stock and we have to define a minimum stock rule for that. If we don’t have enough stock then we must assign a minimum stock rule for that according to this rule it will creates a quotation (purchase order).

:-Make to Order: We never take care about the stock for this procure method because this procure method will creates a Purchase order same as a Sale order’s quantity.

Let’s differentiate both of the method, If I have created a Sale order for “Make to Stock” type of product then first it checks the stock from the product’s virtual stock. If there is not stock available then it will going to check the “Minimum Stock Rule” for that and created a PO based on this rule.

If the procure method ” Make to order”, it doesn’t check the stock and created a Purchase order same quantity as sale order (I mean “make to order” never take care about the stock) just like trading. 

*Supply Method:

:- Buy : If you want to buy a product from any supplier then you have to set a supply method=’Buy’ for your product

:- Produce: If you are self manufacturing company and manufacture a product at your company then you have to chose/select supply method =’Produce’

Now Let see How many configuration will become.

1) Stockable/Consumable:
Make to Order :
Buy:

:- Your Sale order will create a purchase order same quantity of your Sale order (You must define a supplier on product form).

2) Stockable/Consumable:
Make to Stock :
Buy:

:- Your Sale order first check your warehouse ‘s stock, If your stock has available quantity for your sale order quantity then your product deduct from your warehouse and doesn’t create a purchase order.

:-If enough quantity is not available then you must have to create a “Minimum stock rule” for this product and create a purchase order as per this rule (You must define a supplier on product form).

3) Stockable/Consumable:
Make to Order :
Produce:
:- Your Sale order will create a Manufacturing order same quantity of your Sale order.

4) Stockable/Consumable:
Make to Stock :
Produce:

:- Your Sale order first check your warehouse ‘s stock, If your stock has available quantity for your sale order quantity then your product deduct from your warehouse and doesn’t create a Manufacturing order.

:-If enough quantity is not available then you must have to create a “Minimum stock rule” for this product and create a Manufacturing order as per this rule.

5) Service Type:
Make to Order:
Produce:

Your Sale order will create a task same hours(uom) of your Sale order’s product ‘s hour (uom).

Note: We can not set Service Type product as a “Make to stock”, because we can not store the service.

Odoo(OpenERP) Procurement Behavior

There are many question about procurement behavior in Odoo(OpenERP) like

How its generated and run? or what will be the effect when run the automated order-point with scheduler if virtual stock or real stock has been Zero? or when any order has been created automatically(PO/MO) on system How does it effected to the virtual(Quantity available) and real stock(Quantity on head)?

When Procurement method is “Make to Order” then we don’t care about the stock, It will automatic generate the Purchase order same as sales order’s quantity (make sure that supplier assigned on product form , If many supplier assigned then less sequence supplier has been used).

What is procurement order???

On simple words when such kind of stock transfer(movement) generated from one order to another order then how we can link to each other?  that’s the procurement which helps to link both the orders(SO/PO/MO)

Lets say in other words, Procurement is link the 2 different order which transfer the stock from one location to another location.
It can be for Sale order to purchase order, Sale Order to Manufacturing Order,  Manufacturing order to purchase order.

When Procurement method is “Make to Order”, That means we doesn’t maintain the stock on our warehouse(Like Drop-shipping Process).
When this type of industry we required only that much product which  has been ordered by the customer(because don’t need to stock of these products) , in this case product has been purchase/produce(depends on supply method) same time from the supplier and then send to customer.So when user has been confirmed the sales order at that time procurement will be created same quantity as sale order quantity and when this procurement order has been run it will create the purchase order or production order for the same quantity (take the quantity and product from the sale order line and used on  procurement order please note that single procurement order has been created for each sales order line).
It’s pretty simple behavior.

What happen when procurement method is “Make to stock” and products not available on stock?

This is an example of the trading company who stored the product on warehouse and sell the product based on customer needs. On this situation  there will be a possibility that sometimes not enough stock in the warehouse, Still customer can able to place the order, So company won’t loss any customer or any business .
How it can be handle easily? like how to managed the alerts when we have stock below some stock.
Managing this kind of situation reordering rules(minimum stock rules) comes in picture.

What is reordering rules(minimum stock rules)? 

Reordering rules is used for the stock alerts and fill up the automated stock in warehouse once a stock goes below with desired condition, as per above scenario users want to know when any products required in warehouse with automated process . So for that product’s users can able to configure the reordering rules in Odoo(OpenERP) very easily.

Go to the product click on “Reordering rules” smart button and enter the specific condition like minimum quantity,max qty etc.. so when virtual stock will goes below then this minimum quantity procurement will generated automatically to satisfied the maximum quantity in warehouse(for assigned the stock location on reordering rules).

What is the virtual stock (in Odoo terms its Quantity Available ) and real stock (odoo terms its Quantity On Hand).

Here is the formula.
Real Stock :-Incoming stock move (only Done state)-Outgoing stock move(only Done state)
Virtual stock :- Incoming stock move (Waiting and Available State) – Outgoing stock move(Waiting and Available State) + real stock

Or simple words
Virtual stock :- Incoming stock move(except the New and Cancel state) -outgoing stock move(except the New and Cancel state)

Reordering rules has been run and compare the minimum quantity and Quantity available, if this condition satisfied it will create a procurement to set the Quantity available same as maximum quantity .

See the screen shots.

Untitled 1
Example.
Product iPad has quantity available is 17 . I have created the reordering rules as min qty=10, max qty = 50.

Create quotation for the 8 quantity  and confirm it.
See

See

Once user confirm this order it will automatically creates the procurement for deliver that goods to the customer (Delivery order).

And quantity available become 9(17-8) Units , So this will satisfied the condition for the minimum qty assinged on reorder rules(10>9).

After this either we can run the scheduler or compute the stock minimum rules only (other option to install procurement_jit) which will check the reordering rules and generate the procurement based on it.

Go to the Warehouse/Schedulers/Compute stock minimum rules.

After running this it will create new procurement as follow for 41 unit of iMac.

Here is the calculation maximum qty =50 and Quantity available=9, So 41 quantity will be required to set the maximum qty on warehouse’s stock location(50-9).

Due to this it will creates the procurement for the 41 qty and procurement generated with the exception state because I didn’t install the “Purchase” module on database. If its installed on the database then procurement will run and creates the draft Purchase order(RFQ) for the assigned supplier on the product form.

This works same for generate the production order, we have to assign the manufacture routes on product level and make the bill of material for that.

Hope this can helps to the Odoo Users, If any question you can ask it on comment. I will try to answer my best!

Purchase Order from Scheduler in Odoo (OpenERP)

Procurement is most useful in Odoo (OpenERP), here I described some of steps that show your flow.

Here steps that might be useful to you.

Step 1 : Warehouse
– Create New Product
– Update Quantity on Hand
– Set Sale price and cost price
– Create Supplier for that particular product
– Create minimum stock rules for that particular product

Step 2 : Sale Order
– Create one sale order(select product and set related quantity available)
– Confirm order

Step 3 : Warehouse
– Create Delivery order
– check availability
– Process
– Validate

Step 4 : Scheduler
– Run Scheduler

Step 5 : Purchase Order
Now , you can look there is one purchase order created with related quantity.

What is Product and How to Configure Product in Odoo (OpenERP)

We will discuss about the product and how to configure product in Odoo (OpenERP).

2222

Product Module in Odoo (OpenERP)

What is product :

A product is the item offered for sale. A product can be a service or an item. It can be physical or in virtual form.In short it will offered and serves the basic business needs like sales, purchase, manufacture and services.

We can also say product is key of ERP. To unlock the ERP with the key of product we should know about the product and how to configure product If product is not properly configured then it will creates so many issue and ERP flow is break down.

2222

Product kanban View in Odoo (OpenERP)

How to configure product in Odoo (OpenERP) :

In Odoo (OpenERP) Product Form, There are three fields are important for stock management when you are configuring a new product

Product Type
Procurement Method
Supply Method

1] Product Type :

The Product Type determines how the product will be managed in stock management.

In Odoo (OpenERP) three distinct product types are:

(a) Stockable Product : This product is used in stock management and it will demanded in stock less or more based on it’s defined reordering rule [minimum stock rule] in the system. Examples:- Computer, shoes, beg

(b) Consumable : This product is not used in stock management. once you receive it and delivery it because this type of product stock is not maintain in the system . it just like a stock of some time of duration. Examples:- Fruit, Milk, Food …

(c) Service : This product is not used in stock management. This type of product will configure when your company is providing any type of services. Examples:- Man Power, a consulting service.

2] Procurement Method :

The procurement method determines how the product will be replenished.

In Odoo (OpenERP) two distinct procurement method are:

(a) Make to Stock : when stock is needed then the product will take from the stock, If the quantities in stock is too low to fulfill the order then it will set a quantity based on the reordering rule [minimum stock rule] in Procurement and generate purchase or manufacturing order [depends on supply method] to meet the needs of product

(b) Make to Order : when sale order is confirmed, it will not check the stock level and immediately it will generate the purchase or manufacturing order [depends on supply method] with the same quantity of ordered.

3] Supply Method :

The supply method determines the purpose of the product either it will be buy or produce.

In OpenERP two distinct supply method are:

(a) Produce : when the product is manufactured or the service is supplied from internal resources.

(b) Buy : when the product is bought from a supplier

Incoming Mail Server Setting in Odoo (OpenERP)

I would like to serve How to set-up Incoming mail server in Odoo (OpenERP) 8.0

Required module for Installation:

Featchmail

Go thorough Settings/Technical/Email/Incoming Mail Servers

1111

Google:
server: imap.gmail.com
SSL Port : 993
Please make sure, that IMAP access is enabled in the account settings. Login to your account and enable IMAP.
Yahoo:
Server: imap.mail.yahoo.com
SSL Port: 993

 

How to Add an Image Icon to Odoo (OpenERP) Custom Module In Odoo (OpenERP)

Hello

I would like to share with you that How to add an image icon to Odoo (OpenERP) Custom module In Odoo (OpenERP).

when you develop a custom module make a following directory in your custom module in Od00 (OpenERP).

Custom_module:

__init__.py
__openerp__.py
custom_module.py
custom_module_view.xml
static
src
img
icon.png

You need to save your icon as ‘icon.png’ and place it under

custom_module/static/src/img/icon.png

Example :

hr_custom/static/src/img/icon.png

Odoo (Openerp) will automatically select the icon from the static/src/img path

1111.jpg

Custom Module Icon

Send Mail in OpenERP with Mail Templates

Now a days Mailing mechanism is to fast for any communication. Here I would like to serve you how to send mail in Odoo (OpenERP) and how to use a custom templates for sending mail.

Required module for Installation:

  • Email_templates
    First of all you need to configure outgoing email server.
    For Outing Mail Servers:
    Settings/Technical/Email/Outing Mail Servers

1111

Google:
smtp.gmail.com
SSL Port 465
StartTLS Port 587

Yahoo:
smtp.mail.yahoo.com
SSL Port 465

If you success to configure Odoo (Openerp) outgoing email server then lets see how to use a custom templates for sending mail.

Here First of all you need to install email_template module.This module is used to specify the format in which the email has to be send.

For Templates:
Settings/Technical/Email/Templates

email_template_openerp

In templates need to set required field

Name : Name of the template
Applies to: Model to which the template is related [Ex: sale order]
Form: sender address
To: Destination mail address
Reply To : Preferred Reply address
Subject : Subject of the mail
Body : Body of the email [either plain text or an HTML format]
Add signature: predefine signature for all.

Main important feature of email_templates is dynamically value builder tab where you can fetch your required field from related document model and also use the field value in [Form,TO,Subject,Body] anywhere in mail template.

dynamic_value_builder_mail_template_openerp

Field Description:

Field : Select field from Applies to model
In our Example:we select sale order modele in applies to so all sale order filed display here like [name, ref, company_id, partner_id, etc]

Sub-Model : When a relation field like many2one is selected, this field specify the Related model.
Example: partner_id is many2one field which related with res.partner

Sub-field : When a relation field is selected, this field let us select the target field inside the Sub-Model
Ex: In sub-model if you select partner_id than you can use all partner table field as sub field

Placeholder Expression : This is the resulting expression generated when the fields are selected in Dynamic Value Builder. This can be copy pasted in fields in email template.
ex: ${object.partner_id.email}

In Advanced tab you can find this many field:

advance_email_template_openerp

Language: language of the mail
Outgoing mail server: Outgoing Mail Server configured before
Auto Delete : Permanently delete the email after sending it to save space
Attachment: to attach files on email.

button_email_template_openerp

Button events:

Preview: preview of mail_template
  Add context action: this creates a links in [more] in the related document model form view which helps in sending email any time from the form view.
example: I have created a template for the sale.order and a link is created by clicking “Add Context action” button in template, a link will be created as shown below screen-shot:

2222

When you click on this link, a wizard pops up using from which we can send email to clicking send button:

sale_order_send_mail_wizard_openerp