Helpdesk Ticket Creation / Commision Module Odoo version 9.0


Features:

Here in this module we have developed a feature for any employer who can assign task to his contractors or employee based on ticket creation. This module also helps in providing commissions to distributor,agents or whoever brings customer(Business) in Organization.

 

Step 1: Create customer from website while registration.

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Step 2: In Sales –> Customer –>

Customer is created, it can be differentiated that customer is created from website through checkbox.

Note: By default in odoo,is a customer field is always checked so that customer can show in Sales order–> customer.

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Step 3: we can create customer from sales –> customer

Also distributor or agents can be assigned to that customer inside the customers.

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when we want to give commision to any customer or that customer itself , we have to check customer reffered field.

Then in customer/distributor dropdown field,all customers will show(that has is a customer field checked inside it.)

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When we check this Distributor —> distributor information (new tab opens)

In Customer/Distributor field only distributor name will shows and that will get commission. As this field is associated with commission module.

Step 4: when distributor information tab is open, on check of distributor, these fields are shown and has to be filled.

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Step 5:To create user, go to Settings –> Users

Assign Companies to user and give access

— project –> User

contractor –> checked

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Step 6:Create Warehouse Manager (also user) , assign Companies to user and give access.

— project –> User

Ticket –> checked

Warehouse –> checked

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  Step 7: Now start creating Sales Orders

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Step 8: On confirm sale – delivery box opens, there we can do stock / delivery part.

Click on create invoice and then wizard (box) will open.

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Step 9:on click of create invoice button, invoice will create and also ticket is created which is assigned to Warehouse Manager as it has access of ticket(checkbox).

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Now login with warehouse manager username and password.

Step 10: In warehouse manager we can see ticket, go to

customer registration –> Ticket

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Step 11: In ticket there is Assigned to field in users which are contractor is shown and we assigned to one of them .

Above Ticket form, Approval button is there , when all fields are filled then save it and click on approve button.

Assign approval box will be checked , we can understand that it is assigned.

On approval, mail will be send to contractor for detail ticket confirmation. Also Task is created to the assigned contractor side.

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Step 12: Now login with contractor, go to Project –> Tasks

Assigned task is shown.

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Step 13:When we checked that task is created and it is there, then click on accept state so that ticket assigner and even warehouse manager gets mail that it is accepted.

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Step 14: When all task field is filled up then change it to confirmed state.

Again mail will be send to warehouse and ticket assigner.

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Step 15: For commission part , we have menu.

Go to Dashboard –> Commissions

Create commissions type which is shown in

Sales –> Customer —> Distributor information tab

there you have to select any one commission type.

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Step 16:go to settle commission for settlement.

Here add any one agent and inside distributor is defined to whom commission will be given.

We are adding that customer which has distributor, that is need to be assigned.

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Step 17 :select date range and click on make invoice

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Step 18:Wizard (box) will open, select vendor bills which is supplier there commission will be shown to that assigned distributor.

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Step 19 :In sales order, below total commission is calculated.

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Step 20:Now above commission will be shown in ,

Accounting –> Vendor Bills

Here commission is assigned to respective distributor.

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This was all regarding Ticket Creation , Email notification, Task creation and Commission.

For more information please contact sales@teckzilla.net

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Odoo-Virtuemart Integration


VirtueMart is an Open Source E-Commerce solution (a Component or Plug-in) for the Joomla! Content Management System. It can be run as a Shopping Cart, or in Catalog mode.

We have integrated Virtuemart with Odoo. Below is the available features in Odoo-Virtuemart Integration:

1) Import Orders from virtuemart into Odoo.

2) Export Product from Odoo to Virtuemart

3) Export Stock level from Odoo to Virtuemart

4) Export Prices from Odoo to Virtuemart.

We can also Import:

1. Product Category from Virtuemart into Odoo.
2. Product from Virtuemart into Odoo.
3. Product Stock from Virtuemart into Odoo.
4. Product Price from Virtuemart into Odoo.
5. Customer from Virtuemart into Odoo.
6. Payment Method from Virtuemart into Odoo.
7. Product Images  from Virtuemart into Odoo.

Please check below screenshots

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For more info contact at sales@teckzilla.net

Sale Order Mapping and Import through CSV files for Particular Shop


Sale Order Mapping and Import through CSV files for Particular Shop

There can be a Situation where we can not directly Import Orders from Market Place.We get exported files through which we can import Sale order in Odoo. We have solution for it please see below steps:

Install our customize Sales Order Mapping Module.

Once you Install this Module Under Sales Tab—> Configuration—> Sales—> Sales Order Mapping

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After that We have to create configuration for particular shop for Mapping and Importing

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Now you can see fields which are required to map from CSV files.

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Now you can use wizard to select Shop and Related CSV files for Importing Sales Order in Odoo.

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Once you use this Do mapping Button it will create Orders as Quotation.This Order can be imported as confirmed Sale Order or paid order based on configuration done for particular shop.

 

For more Information contact at: sales@teckzilla.net

About US


We at teckzilla provide you with best open source software to streamline your business. We offer Enterprise solutions, work flow tools and Sales management software to manage all your important department.

Apart from enterprise tools in open source category we also provide you with integration with third party tools and software with customizations as per your company needs.

We are based in India with expert team who has number of years of experience and expertise in developing and implementing enterprise grade business applications.  We also provide consulting services and business analysis services both onsite and offshore.

 

For more information you can contact us via email : marketing@teckzilla.net

Odoo


We at Teckzilla, a leading provider of latest open source software, help our clients to effectively manage their businesses by offering them an opportunity to avail our Enterprise solutions, Sales management software, and work flow tools. All our services, including Odoo, an Open source ERP software, enable them to handle all their vital departments proficiently.
 
ERP software (Enterprise Resource Planning) is counted amongst the most important tools, when it comes to smooth functions of different business operations and processes in the best possible way. We believe in establishing trustworthy relations with our clients which is why, we provide you with the best Enterprise Resource planing software, an Open source ERP software that consists exceptional features and can also make you achieve your business objectives and goals by fulfilling all your business needs.
 
We offer our ERP software, Odoo, regardless the size of a business in order to meet numerous capabilities of enterprises that include sales management, customer relationship management, purchase management, Financial Accounting, Warehouse and Inventory management, Payment gateway management, Human resource management, etc.
 
You can also create a connection with your Amazon stores with the help of Odoo. In addition to this, you can also contact our experts if you need to have integration of Amazon and Odoo (OpenERP). Just like Amazon, we can also integrate eBay stores with Odoo so that you can efficiently carry out eBay payment operation right within Odoo without login into your Ebay account.
 
Besides providing enterprise tools, Teckzilla also performs the integration process with third party tools and software through customizations in accordance with the requirements of your business or firm. Our experts have years of forte and experience under their hats in creating and implementing business applications of highest enterprise grade. Apart from this, we also offer consulting and business analysis services both on-site and offshore.
 

Odoo Quickbooks Integration


Odoo Quickbooks Integration

 

Quickbooks is one of most Popular accounting system in USA. Odoo is seamlessly integrated with quickbooks.

Major Features for Quickbooks Odoo Integration.

  1. Importing all the Invoices from Quickbooks into Odoo.
  2. Importing all the Sales and Purchase transaction from quickbooks into Odoo
  3. Importig of Customers from Quickbooks into Odoo.
  4. Importing of Vendors   from Quickbooks into Odoo.
  5. Importing of Chart of Account  from Quickbooks into Odoo.

Please see screenshots below:

 

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For more information contact at sales@teckzilla.net

Odoo Warehouse Management in Android


Odoo Warehouse Management in Android

 

 

This app is designed to receive and deliver the products. In this App each product gets scanned by providing EAN13 barcode.

 

Following is the steps to use the app.

Step 1 : Start the WMS App.

You will see the following “Login” screen.

Login Screen

Step 2 : From the above screen press the “Settings” icon like this.

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Step 3 : You will see the following “Settings” screen.

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Step 4 : In Settings screen provide the “Server URL”, “Port No”, “Database Name”. After that press “Save” button.

You will see the following screen.

Login Screen

Step 5 : In Login screen provide the “Username” and “Password” for the database you have set in the “Settings” screen.

After that press “Login” button. You will see the following screen.

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Step 6 : From the above “WMS” screen i.e. “Dashboard” screen you can go for “Receiving”, “Delivering” or “Logout”. If i press the “Logout” icon then following popup will appear.

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Step 7 : In the above popup if you press the “YES” button then you will get logout from the app or if you press the “NO” button then you will remain in the same screen i.e. “WMS” screen like the following screen.

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Step 8 : From the above “WMS” screen if you press the “Receiving” icon then following screen will appear.

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Step 9 : From the above screen as you see it ask for “Shipment Id” and “EAN13 Barcode”. First of all you have to provide the correct “Shipment Id” after that you have to press the “Done” button from the keyboard as showing in the following screen.

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Step 10 : After pressing the “Done” button please wait while the “Shipment Id” is get validated and if the “Shipment Id” is valid then following screen will appear with Products List.

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Step 11 : In the above screen as you see there are list of products are get loaded which is associated to “Shipment Id”.

The product list contains three columns as item title, quantity and scanned quantity.

Now you have to provide “Ean13 Barcode” and press “Done” button from the keyboard.

If your “EAN13 Barcode” is correct then you will listen an voice “Next” and “EAN13 Barcode” text editor get cleared.

After that you must have to provide next “EAN13 Barcode”. As the all products are get scanned you will see the following screens.

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Finally all the products are get scanned.

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Step 12 : After this press the “Receive” button.

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By pressing the “Receive” button you will see the following popup.

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Now the receiving of the product is done for the above “Shipment Id”. If you want to receive more products then go ahead and follow the steps from “Step : 9” to “Step : 12”.

Step 13 : Now If you want to go to your dashboard screen then pressed the back button or from the top left of the screen back arrow is there you press this also for back. After that the dashboard screen is appeared.

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Now if you pressed the “Delivering” icon then following screen will appear.

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Step 14 : From the above screen as you see it ask for “Shipment Id” and “EAN13 Barcode”.

First of all you have to provide the correct “Shipment Id” after that you  have to press the “Done” button from the keyboard as showing in the following screen.

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Step 15 : After pressing the “Done” button please wait while the “Shipment Id” is get validated and if the “Shipment Id” is valid then following screen will appear with Products List.

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Step 16 : In the above screen as you see there are list of products are get loaded which is associated to “Shipment Id”.

The product list contains three columns as item title, quantity and scanned quantity.

Now you have to provide “Ean13 Barcode” and press “Done” button from the keyboard.

If your “EAN13 Barcode” is correct then you will listen an voice “Next” and “EAN13 Barcode” text editor get cleared.

After that you must have to provide next “EAN13 Barcode”. As the all products are get scanned you will see the following screens.

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Finally all the products are get scanned.

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Step 17 : After this press the “Deliver” button.

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By pressing the “Deliver” button you will see the following popup.

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Now the delivering of the product is done for the above “Shipment Id”. If you want to deliver more products then go ahead and follow the steps from “Step : 14” to “Step : 17”.

 

For More Information please contact sales@teckzilla.net

Odoo Palletway Integration


Odoo with Palletway Integration

Palletway is one of the most popular and highly used shipping service in UK.

Odoo is Integrated with Palletway to seemlessly carry out Shipping within Odoo.

You can generate Quotes for different shipping services and choose the best shipping service.

It has ability to Generate Labels and Tracking Information to save in Odoo against each delivery orders.

For more information:- Contact:- sales@teckzilla.net