Insurance, Finance and Sales Flow of vehicle in Odoo


Insurance, Finance and Sales Flow of  vehicle in Odoo 9.0

In this module we will see 3 different section connected together for processing of 4 wheeler vehicle and those are :

  1. Sales
  2. Finance
  3. Insurance

 

Please see below screenshots for better explanation….

Sales Flow

 Sales flow start from Enquiry. We can see Enquiry form below screenshots. Here we have stages called Draft,Lost,Dropped and Sale Order. There is button called create sale order on click of this button this enquiry will move to sale order form and Stage.

s1

 

Here we can select Model of the Car and other information of Enquiry…

s2

 

Once we click on Create sale order button in Enquiry it ask first to create new customer or merge with existing one..

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Enquiry now moved to sale order stage…

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Sales Order get created with all the required information…

s5

 

There is button to approve exchange once that button is pressed existing sales order moved to GM for Approval…

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s7

 

s8

 

When GM approved the same Booking button appear which will take this sale order to booking stage…

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To confirm booking and moving it to allotment stage you need to add serial numbers for products…

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s12

 

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Now it can be allotment…

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Now we can check for finance approval…

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Once Finance Approval is done we can go for invoice…

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Finance Flow

here we have four stages Daily Booking, Login Sheet , Delivery receivables and Payment. Based on the condition it will move to different stages and gets approval for any booking.

Records in daily booking getting created when we do booking from sales…

 

DAILY BOOKING FORM:

f1

 

LOGIN SHEET:

f2

 

SALES REGISTER:

f3

 

DO(Delivery Order) RECEIVABLES:f4

PAYMENT DATA:

f5

 

TELECALLER  FOLLOW UP FORM:

f6

 

FINANCE STATUS FORM:

f7

 

Insurance Flow

 

This is a Insurance lead form..

1

 

Multiple insurance lead can be assigned to any team leader…

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Now Team leader can assign task to executive and telecaller…

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Login with telecaller…

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Add follow up Information or reason for lost…

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This is all about Sales , Finance and Insurance Flow…

 

for more information please contact sales@teckzilla.net

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Payment using Authorize.net in Odoo 9.0


Payment using Authorize.net

 

This odoo module developed by Teckzilla provides amazing functionality of making Authorize.net transactions in odoo.

The Authorize.net configuration is stored at the customer level. You can create a new customer from Sales -> Sales -> Customers menu.

AuthorizeCIM1

We must provide the Email id for a customer

There is Authorize.net tab here, where some important details are stored. It has Profile ID, Payment ID, Address ID. These info will be populated automatically that is mentioned in the next section.

AuthCIm2

Go to Sales -> Sales -> Sales Orders. Create a sale order. NB:- We must have a stock able product.

AuthCIM3

We would then need to confirm the Sale order

AuthCIM4

Create invoice for this Sale order

AuthCIm5

This creates a draft invoice for the above Sale order

AuthCIM6

Validate the invoice

AuthCIM7

Make the payment for the invoice. Click on Register Payment

AuthCIM7

Select the Payment Method. Check the Payment Through Authorized.net button.
If the customer is making transaction for the very first time, system redirects the user to another tab where he can add payment details

Authorize.net9

NB:- We need to allow the browser open up the pop-ups for that.

We can see the button, Click to open Payment Form.

Authbutton

Click on this button.

System fetches details of the customer from odoo like Name, Address, Contact Number. Now we need to add new Payment Method.

Auth10

To add the details click on Add a new Payment Method link. It opens a form where you can provide the card details.

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Once all fields  are filled up, click on Save button.

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Go back to odoo invoice. Click on Validate button

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We can see the invoice is now in Paid state. We can see the payment details under Authorized.net Payments tab in the invoice.

The system don’t asks for credit card details for making transactions. As well as, next time the transactions need to be made, no need to go through the same process.

As system have already captured necessary details for a customer. You can check the same from Contacts -> Customer -> Authorized.net tab.

Auth14

https://www.youtube.com/watch?v=jb0NkQaxLes&feature=youtu.be

for more information please contact sales@teckzilla.net

Fulfillment through Odoo Website


Fulfillment through  Odoo Website

 

Features of this module:

1) Customer Registration through Odoo website

2) Profile Creation in Odoo

3) Inventory Management through Odoo website

4) Shipment, Tracking through Odoo website

5) Market Place management through Odoo website

 

Please check steps below:

  1. Sign Up in Odoo website as customer (Customer registration happens here)

Website_customization-1

 

2 We have registered “Vicky” as customer so we can now login as vicky in Odoo Database…

Website_customization-2

 

3. Now we can go inside Odoo db as Vicky User….

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4. Click on website module in Odoo…

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5. On Odoo website we can see my profile tab from here we can create our profile for this Odoo DB…

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6 After creating profile we can see Inventory tab. In Inventory Tab we can create our product which is related to Vicky user….

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7. After hitting on button create product this product which we have created from odoo website is getting created automatically in Odoo backend with linked user…

so that we can distinguish which product is related to which customer… 

Website_customization-10

 

8.In Inventory tab we have Manage Inventory Option available after hitting on Manage inventory we can see our own created product with following information: Product Name, Reference, Quantity, Price , Weight and Print label button..

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9. We can enter number of bar code to be printed  and it will get printed in new tab….

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10. We have shipment tab in Odoo website where we can add shipment for any particular customer . We can add address , Product , Quantity and Price for shipment….

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11 After Saving above form new purchase order is getting created….

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12. After hitting on Shipment… Customer can see their own created shipment information like Purchase Order, Creation Date, Expiration date, Product Quantity, Address, tracking number, Carrier and print label

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Website_customization-18-1

 

13. Shipment in done status can not be edited….

Website_customization-19

 

14. Carrier Info is getting updated in back-end odoo automatically…

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15 We can create different market places like Amazon , Ebay from Odoo website and can link with customer who have created it. Also we can check Orders here

Website_customization-21

 

 

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For more information please contact sales@teckzilla.net

 

CXPay Integration with Odoo


CXPay Integration with Odoo is nothing but third party payment gateway Integration within Odoo that is with Odoo website. Here we can provide facility to customer to create their website in Odoo with Shop.

 

Customer can order online and process payment from Odoo with the use of CXPay Integration.  Please note Odoo does not store any sensitive information regarding your credit card. everything will be stored in third party gateways and managed from there.

 

Please check steps below:

 

1)Go to “Settings—–>Payments—–>Payment Acquirers” for configuration and set up .

CXPay1

 

 

CXPay2

 

 

2) We can see Payment Acquirer configuration in this page.

 

CXPay3

 

3) We can add username and password for configuration.

 

CXPay4

 

4) Go to “Accounting—–>Journals—–>Journals”, you will see the following webpage

 CXPay6

 

5) Select Default debit and Credit Account…..

CXPay7

 

6) Now all the configurations are done for CXPay. 

CXPay9

 

7) Click on product named “Test” or camera icon and go for add to cart option.

CXPay10

 

8) Hit on “Add to Cart”  and add products in cart…

 

CXPay11

 

9) Hit on “Process Checkout” button —> Add Billing and Shipping Address —> Confirm….

 

CXPay12

 

10 )After hitting on “Confirm” button we can go for payment processing…..

CXPay13

 

11) Click on “Cxpay” option and fill out necessary Information….

 

CXPay14

 

12) Validate the information for payment processing…..

CXPay15

 

13) After completing this process orders gets confirmed…….

CXPay16

 

14) To track the order in odoo, go to “Sales——>Sales——>Sales Orders”

 

CXPay17

 

15) Edit the orders and check payment acquirer updated with transactions…

 

CXPay18.1

 

CXPay18

 

16) You can check saved Transaction Id in CXPay Transaction Details tab in Odoo.

CXPay19

 

17 ) Copy this “Transaction ID” and login to CXpay account

 

CXPay20

 

18) Here click on “Reports”, paste the copied “Transaction ID” to text box and finally click on “Submit” button.

This will give you entire information regarding your payment….

 

CXPay21

 

For more information please contact sales@teckzilla.net

VALET PARKING In Odoo 9.0


VALET PARKING

Valet Parking module in Odoo 9.0 has below features:

  1. Arrival Car configuration
  2. Number of Car comes in
  3. Number of Car goes out
  4. SMS notification to Customer
  5. Shift Configuration of Employees
  6. Shift Report per Employee

 

Please find steps below:

STEP 1 :

Login with the user and select website to enter in valet web page

valet-img1

STEP 2:

All the arrivals made in the website are stored in valet Parking menu –>valet parking confifiguration

val-img2

STEP 3 :

In Parking Cofiguration,Parking Shift menu contains the record of start and stop time of loggedin user with the user’s name

val-img3

SETP 4 :

The Valet SMS Config Menu provides SMS configuration to the user’s. User has to save the url,key and message to be deliver to the clients

val-img4

STEP 5 :

Once the user click the website tab,He enters in web page..then click on Valet Car Parting Menu as shown in the picture

val-img5

STEP 6 :

This is valet webpage.The first step is to hit the START SHIFT button so that the start time of shift will get recorded in the odoo system with the user name

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STEP 7 :

You can see that Shift Start and Shift User got generated in Parking Shift Menu

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STEP 8 :

Only those arrivals which are made by current user will be displayed here

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STEP 9 :

Check in and check out no.s are displayed which represent the no. Of cars checked in and out respectively

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STEP 10 :

Search button will allow you to search the car’s holder’s detail

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STEP 11:

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STEP 12 :

Arrival Button will allow you to enter user’s detail and through vin no.get the car’s detail

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STEP 13:

After saving arrival tickets get generated.Their is print button at the bottom,which will generate the pdf of respective report

val-img14

STEP 14 :

When you click on arrivals….checkout page appears

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STEP 15 :

Click on stop button such that stop time will get stored in the system

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For More Information please contact sales@teckzilla.net