OpenERP: Supplier Sales Report


We are discussing about business where company is getting products from suppliers, stores it in warehouse or any other locations, and selling of it. Sometimes it requires to inform supplier that how many daily sales occur for products and how much remain at the end of the day.

Some companies are not buying products from suppliers but keep it in their warehouses and selling on behalf of suppliers.

In intial state, we have define and assume that one product is supplied by one supplier only.

OpenERP Product Supplier
OpenERP Product Supplier

For sending email we have created email template which make it more generic.

OpenERP Email Template
OpenERP Email Template

And for automatic sending emails, we used cron jobs which makes work very easy.

OpenERP Schedular
OpenERP Schedular

It is possible that all supplier don’t require notification about products those sold today. We make it optional also.

OpenERP Supplier
OpenERP Supplier

Now going to make sales order where one product has supplier defined and require to get notification about sales.

OpenERP Sales Order
OpenERP Sales Order

And we have completed all process of delivery order also.

OpenERP Delivery Order
OpenERP Delivery Order

When cron job is going to execute, it is sending email like below:

OpenERP Email
OpenERP Email

You can find PDF report as a attachment.

OpenERP Report
OpenERP Report

OpenERP: Calculate resource hours based on job position


In many industries it requires to distribute work between employees as per their skills and availability. Without proper management, we never know that how many total working hours in our company according to designation or job position and how many in use and pending.

OpenERP Job Position
OpenERP Job Position

Here we are linking job position with working time.

Job Position Worktime
Job Position Worktime

This is configuration detail of working time.

Working Time
Working Time

For our example, there are three employees related with Marketing job position.

OpenERP Employees
OpenERP Employees

Now we are going to create Project Task for marketing employee. Still now this task is not assigned to any particular employee. This way we have created 2 Tasks.

OpenERP Project Task
OpenERP Project Task

As you can see there is one approved leave request of employee who belongs to maketing designation.

OpenERP Leave Request
OpenERP Leave Request

We can see now how many hours available with us for particular job position between some periods. There are total 3 employees related with that job position.

Working hours for 1 person for 1 day is 9 hours. so it is 9 * 3 = 27 hours for 3 persons.
Allocated Hours means total task hours assigned to that job position. Holiday Hours in below screen considered as approved leave of any employee related with that job position.

Job Position Status
Job Position Status

You can create directly task for remaining hours for same job position on particular date.

Task Form Default Value
Task Form Default Value

OpenERP 7 : Hotel Management


Hotel management module is already available in OpenERP 6.1. Now this module is available in OpenERP v7 with many extra features.

Following screen shows enhancement for Reservation process and unique identification for each reservation.

OpenERP Hotel Reservation Process
OpenERP Hotel Reservation Process

User can generate reservation report also.

OpenERP Hotel Reservation Report
OpenERP Hotel Reservation Report

Following screen will display Reservation link with one Folio even reserved more than one room.

OpenERP Hotel Folio
OpenERP Hotel Folio

Now user can perform more options from Resevation form.

OpenERP Hotel Folio State
OpenERP Hotel Folio State
OpenERP Hotel Reservation Invoice
OpenERP Hotel Reservation Invoice

There is a good feature which we like to show here is Availability of Rooms. If the room is not available then it will not be visible during room selection.

OpenERP Hotel Rooms
OpenERP Hotel Rooms

We have developed some views for Reservation – Kanban View

OpenERP Hotel View - Kanban
OpenERP Hotel View – Kanban

Reservation – Calendar View

OpenERP Hotel View - Calendar
OpenERP Hotel View – Calendar

User can check the Room Availability between given dates in case of advance booking is required.

OpenERP Hotel Room Availability
OpenERP Hotel Room Availability

OpenERP : Roster Management Module


As we know OpenERP is such a strong and wide ERP and we can perform unbelievable implementation in it.
We have implemented a concept called ‘Roster Management’ which is mainly creating recurrent tasks of employees for certain projects and periods.

For any organization, it mainly require to define public holidays according to their country and region.

Public Holiday
Public Holiday

There is leave request by an employee which is already approved.

OpenERP Leave Request
OpenERP Leave RequestGenerate Task

This is an important form for creating recurrent task.

Create Recurrent Task
Create Recurrent Task

Let’s check fields details here.

Cancel Leave – It will create task for employee and cancel employee leaves which are already approved and send an email to that particular employee also.

No Employee – It will create tasks without assigning any particular employee.

Start Date – This date will consider for starting date of creating task and check for employee leaves those already approved.

End Date – This date will consider for ending date of created task and check for employee leaves those already approved.

Start Time / End Time – Consider it for Task creation

Day Length – Sometimes task may span in more than 1 days. Default value is Zero.

Recurrency Period – Daily / Weekly / Monthly

After click on Generate button, it will open following window. It will display Public Holidays as well as employee approved leaves. By default, it will not create any task for those dates which include in both sections. It will create task on holiday or leave if user remove it manually from list.

Generate Task
Generate Task

As you can see in following screen, there is no task created for 12, 13 and 15 date.

Recurrent Task
Recurrent Task

It is sending an email like below in case of employee leave has been cancel.

Cancel Leave Email
Cancel Leave Email

Employee’s cancelled leave

Refused Leave
Refused Leave

This menu display all tasks those start and end in current week. It consider week from Monday To Sunday.

Current Week Task
Current Week Task

There is a facility to send an email or print tasks for employee for particular period.

Task by Employee
Task by Employee

It is sending list of tasks in PDF file as a attachment to each employee on their working email address.

Task Email
Task Email

It is also possible to print in PDF report.

Employee Task Report
Employee Task Report

For monthly option we can have following:
– Date of Month
– Day of Month

Task Date
Task Date
Monthly Task
Monthly Task

For weekly task creation, we have this following screen.

Weekly Task
Weekly Task

OpenERP Point of Sale: Customer selection with Fiscal Position


Till now in OpenERP Point of Sale we have made many features like,
– Session wise customer selection
– Quick Create, Edit of customer
– Pricelist applied to customer
– Unique serial number on product
– Total discount on product
– User wise restriction on discount, qty.
– Create Sales Order from POS
– Create Invoice from POS
– Display real quantity of products
– Load only products if quantity is more than 0.
– POS Return (Return products from POS Interface – Recent development)

Recently we have developed new feature that applies Fiscal Position based on customer selection.

In below screen, we have created a fiscal position and replacement tax also.

OpenERP Fiscal Position
OpenERP Fiscal Position

Now in one product “2L Evian” we have selected that tax.

OpenERP Product Configuration
OpenERP Product Configuration

Now we will assign this Fiscal Position to particular customer. So once this customer is selected in order, it will apply on the products.

OpenERP Customer Form
OpenERP Customer Form

Now if we check this fiscal position applied on Sales Order, the we have following total and tax applied on order.

OpenERP Sales Order
OpenERP Sales Order

Again, in below screen if we take same customer and product in POS, then we will have same amount in the order line.

OpenERP Point of Sale
OpenERP Point of Sale

So this way Fiscal Position is working for OpenERP Point of Sale.

OpenERP Point of Sale: Select date from interface


A small but important feature in OpenERP Point of Sale.
If we look at the screens that are displaying below, gives complete detail of what we have implemented.

User can select Order Date from POS Interface and it will be displayed on POS Receipt as well as backend order also.
Its upto us that how we use but normally we use POS for current date sales only.

OpenERP POS Date Selection
OpenERP POS Date Selection

We can see that selected date in first image is displayed on the receipt here.

OpenERP POS Order Receipt
OpenERP POS Order Receipt

The same date is also displayed in the POS Order table in the backend. Because of time difference calculation in the OpenERP, we can see time different on the order but that can be resolved.

OpenERP POS Order
OpenERP POS Order

And the same date in the last order form also.

OpenERP POS Order Form
OpenERP POS Order Form

Enhancement: OpenERP product quantities in different warehouses


Here we have done enhancement in our previous development that we made for product quantities in different warehouse.
Here is the link for Original Blog

Now, user can see only those warehouse which has quantity for particular product. There are 3 warehouses configured in database but only 2 warehouses have products available in stock.

OpenERP Product Warehouse
OpenERP Product Warehouse

During sales order creating process, we may want to decide that how many quantity can be sold from particular warehouse according to stock availability in our warehouses. So we have implemented easy solution for this. User can know available quantity as well as he can select warehouse also.

OpenERP Sales Order
OpenERP Sales Order

It’s not compulsory to assign warehouses for each line. In case of empty, it will consider default shop and user can continue his work smoothly.

OpenERP Sales Order
OpenERP Sales Order

User can perform same process for Purchase Order also which we can see in below screen.

OpenERP Purchase Order
OpenERP Purchase Order

OpenERP Web: Enhancement in Gantt Chart


OpenERP webclient has many useful features like calendar, gantt chart, graph view. But, all these features are made as a generic way.
Recently we have come up with a new enhancement in Gantt Chart.
OpenERP default Gantt Chart has some limitation. So we simply tried to provide more detailed view using third party library.

Following screen shows default OpenERP Gantt Chart.

OpenERP Default Gantt Chart
OpenERP Default Gantt Chart

We are trying to provide Day, Month, Year wise data display in Gantt Chart that you can see in below screen. Here we have screen which allows us to select View.

OpenERP Gantt Chart View Options
OpenERP Gantt Chart View Options

If we select Year as an option, then Gantt Chart will display Year wise data.

OpenERP Gantt Chart Year View
OpenERP Gantt Chart Year View

If we select Month as an option, then Gantt Chart will display Monthly data as displayed in the screen below.

OpenERP Gantt Chart Month View
OpenERP Gantt Chart Month View

Features:
– Zoom In, Zoom Out
– Create, Edit events
– Drag & Drop
– Assigned, Unassigned tasks

Download Link: https://github.com/acespritech/openerp_gantt_chart_modification

OpenERP Point of Sale: Load products having quantity


OpenERP Point of Sale works fine in online and offline both mode. But just because of making it possible working in offline mode, OpenERP loads all the products at once.

In routine business, we have found such cases in which there are thousands of products. So it takes so much time to load all products when we start Point of Sale instance first time.
Its fine if OpenERP loads all products and takes more time but actually OpenERP loads those products also which has quantity ZERO.

We have implemented a small feature to come out from this problem. In this module, OpenERP will load only those products whose quantity is more than ZERO.

OpenERP POS Products
OpenERP POS Products

Her in above screen, we can see, there are few products having quantity is greater than ZERO so when we start Point of Sale, it will display only products having quantity > 0.

OpenERP POS with quantity > 0
OpenERP POS with quantity > 0

This will decrease extra loading time which is not required if product quantity is ZERO.