Posted in Configuration, Odoo, OpenERP, Website

Odoo 9 Website: Terms & Conditions


Click here to download from Odoo Apps

First we have to configure Terms & Conditions from company form.

Odoo 9 website terms and conditions configuration
Odoo 9 website terms and conditions configuration

If Terms & Conditions feature is enable, then title and contents will be visible in Website Shop and user can not proceed for payment without agree with Terms & Conditions.

Disable Odoo Website Terms Conditions
Disable Odoo Website Terms Conditions

Description of Terms & Conditions will be visible after agree and user can make payment for order.

Enable Odoo Website Terms Conditions
Enable Odoo Website Terms Conditions

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Posted in Accounting, Configuration, Odoo, OpenERP, Point of Sale (POS), Product, Sale

Odoo – Loyalty Management


We have improved our existing loyalty system and make lots of enhancement. In new system, referral customer and employee will be tracked and get benefits of sales occurred from Sales Order or POS.

Loyalty point begin when customer start purchasing above Purchase Limit and then after customer will always get point on every purchase. In configuration, there are some general configuration for getting points for each one. It is easy to define accounts for discount and cash out.

Loyalty Global configuration
Loyalty Global configuration

In Sales Order form, you can select Referral Customer and enter how many points to redeem. Redeem points will be automatically converted into discount amount.

Referral Sale Order
Referral Sale Order

Points will be added in customer after invoice will be paid. (created from sales order).

Customer loyalty points
Customer loyalty points

Referral customer and employee (sales person) will earn points.

Referral customer loyalty points
Referral customer loyalty points
Odoo employee loyalty points
Odoo employee loyalty points

You can select Referral Customer from POS and redeem points.

POS Referral sale
POS Referral sale
POS Payment with earned points
POS Payment with earned points
POS redeem
POS redeem
POS point to amount
POS point to amount

It will print redeem point in POS Receipt.

POS receipt with point information
POS receipt with point information

It will make separate journal entry for redeem points entered from POS.

POS Redeem journal
POS Redeem journal

We can have all points information in customer form also like below images.

Points earned from POS
Points earned from POS
Odoo customer's redeemed point information
Odoo customer’s redeemed point information

Employee will get commission amount in their salary as per their sales during a month and job position in company. Multiplier value will be use for calculation of monthly commission amount. Employee contract must have Working Schedule define.

Employee job position
Employee job position

At time of creating employee payslip, employee points will be automatically selected and use in calculation.

Odoo hr payslip
Odoo hr payslip

Once employee payslip is confirmed, we will have corresponding points entry in employee form.

Odoo hr employee redeem
Odoo hr employee redeem

In this system, its possible to provide CASH amount to customer instead of discount during purchase and also generating valid accounting entries.

Cash out approved
Cash out approved
Cash out paid
Cash out paid

Cash Out will make entry same like redeem point for customer.

Odoo customer redeem
Odoo customer redeem

Posted in Odoo, OpenERP, OpenERP 7.0, Point of Sale (POS), Sale

Odoo (OpenERP) Point of Sale: Loyalty Management


Many companies are providing loyalty features to their regular customers.
We have implemented the same feature in Odoo POS 7.0 which will allow us to use point system.
Lets have a look that how it is working.

From Odoo Point of Sale menu, we can see there are some menus to manage members. We can create member categories as per our company criteria.
There are three main fields as mentioned below,
– Purchase Limit (Customer must purchase upto or more than this amount then only he can get points or he can use points if he has from past purchase)
– Point to price,
– Price to point.

POS Member Category
POS Member Category

Once we create category, then we have to assign that category to member (customer)

Assign category to member
Assign category to member

Now customer will purchase something above his purchase limit.

Earning points on purchase limit
Earning points on purchase limit

So we can see how this will affect in points.

Earned points from POS Purchase
Earned points from POS Purchase

Below screen shows all list of points for all customers.

All member points
All member points

If any customer want to use his points, then we can do this way. Check below screen.

Use loyalty points in POS
Use loyalty points in POS

Same will be affected in customer history also.

Points History
Points History

Here is all points history same like all members points history.

All Points History
All Points History

Posted in Accounting, OpenERP, OpenERP 7.0

How to write-off in OpenERP/Odoo Accounting


 

For example, you made a sale on credit to a customer, but one week later the client’s business declared bankruptcy and became completely unable to pay off the credit account with you. This uncollectible debt would then be written-off by your company and recorded as an expense by accountants.

Here we are going to take an example of “write off” for sale in OpenERP. Create customer invoice and validate it.

Validate Customer Invoice
Validate Customer Invoice

It will create sales accounting entries like below.

OpenERP Journal Entries
OpenERP Journal Entries

Now we are getting some amount from customer as a part of his invoice.

Invoice Payment
Invoice Payment

Still there are some balance customer has to pay.

Invoice After Payment
Invoice After Payment

This is customer’s partial payment entry.

Payment Entry
Payment Entry

Now, customer is telling that he will not pay remaining amount for any reason. So it require to make settlement for our accounting means make write-off on customer invoice.

From journal item, we are selecting original sales and payment entries and using “Reconcile Entries” option.

Reconcile Option
Reconcile Option

Here we can check remaining balance that we are going to write-off.

Reconcile Window
Reconcile Window

Here we have very important option available. We have to select proper journal and account where entries will occur.

Reconcile Option
Reconcile Option

After reconcilation, there is no due amount to take from customer and invoice become PAID.

OpenERP Paid Invoice
OpenERP Paid Invoice

 

Posted in OpenERP, OpenERP 7.0, Point of Sale (POS), Product, Quotation, Sale

OpenERP Point of Sale (POS): Print draft receipt before order validation


Sometimes it is required to print draft receipt before validating POS Order and that is what we have improved in our new development in OpenERP V7.

Here in below screen, we can see that we have selected customer, and few products.

OpenERP POS Normal Order
OpenERP POS Normal Order

Now once we click on payment option, we will have two more options for Draft Receipt. We can see the Draft Receipt directly on screen like this, or we can print draft receipt also.

OpenERP POS Draft Receipt
OpenERP POS Draft Receipt

And here is the normal receipt which we can see after validation which is same as draft receipt.

OpenERP POS Order Validation
OpenERP POS Order Validation

Posted in OpenERP, OpenERP 7.0, Sale

OpenERP SMS Enhancement


We have enhanced SMS functionality and made it easy and user friendly. We have made integration with https://control.txtlocal.co.uk/.
It includes following features :

  • SMS Log
  • SMS Template
  • User define Sender
OpenERP SMS Menu
OpenERP SMS Menu

First it requires to define user credentials.

OpenERP SMS Configuration
OpenERP SMS Configuration

We can define SMS sender easily which will be used during sending SMS.

SMS Sender
SMS Sender

We are giving facility for sending SMS from following forms.

  • Lead
  • Opportunity
  • Sales Order
  • Invoice
  • Partner

During sending SMS, user can decide for log and template creation. And also user Template which are already stored in database.

Send SMS from OpenERP Lead
Send SMS from OpenERP Lead

Template will be stored into database according to login user and during sending SMS, it will display list of templates according to login user.

Template from Lead
Template from Lead

It is maintaining history of all information entered duriung sending SMS.

OpenERP SMS Log
OpenERP SMS Log

It is also displaying SMS log under Customer Histoty TAB.

OpenERP Customer History
OpenERP Customer History