Tag: Odoo Zoom
Businesses today need a reliable, effective, and user-friendly support system to tackle the rapidly evolving market changes. Odoo ERP offers features and easy-to-use models that enable businesses to simplify their processes, reduce costs and improve efficiency. It also offers free and paid versions with an outstanding integrated system providing businesses with reasonable flexibility and scalability. With these and many other unique capabilities, Odoo ERP is turning into a hot topic amongst top companies today! With the release of Odoo 15, expectations have risen even more! Businesses are strategizing ways in which they can deploy the improved capabilities of Odoo 15 to enhance their business growth. This blog will take you through what’s new in Odoo 15 and how you can leverage these enhanced features for your business.
What is Odoo 15?
The all-new Odoo 15 is likely to launch in October 2021. It will be released in the Odoo Experience Meet which will be conducted virtually due to the COVID-19 pandemic prevalent in many parts of the world. Odoo 15 is expected to feature advanced tools that can help improve business performance and efficiency. Odoo 15 is believed to be the ultimate business solution with its latest web-based integration and superior architecture.
Read more: 5 signs which imply that your business needs Odoo ERP
A Look Into the Expected Features of Odoo 15
1. New import screen
Odoo 15 is expected to extend the experience with its new importing screen feature. This new import screen feature includes a menu to handle cash rounding making it seamless for accounting and generating the invoices.
This feature is expected to be available in all the required modules and functional tabs.
2. Capable options in Pivot and Graph views
Odoo ERP software provides data representation with Pivot and Graph views. The Odoo 15 version will most likely allow you to edit and adjust the graph using Odoo studio. With this, you can extend the representation of the data to valuable insights for improved decision-making and analysis.
3. New HTML Editor
Odoo 15 is expected to include an attractive new HTML editor. While it will be similar to text editors, it will include HTML codes. So, many developers are using it to extend productivity.
4. Coupon and Promotion Program in POS
While the previous versions of the Coupon and Promotions were exclusively for Sale and eCommerce websites, the Odoo 15 coupons is created to support both eCommerce as well as POS.
The feature will be available in the POS settings. While under the product menu you will have the option to create Coupons and Promotions based on your business needs for later use. The cashier can click on the Enter Code button from the POS and apply the Coupons for Point of Sale Order which will be reflected in the customer’s invoice.
Considering the previous trends of Odoo releases, Odoo 15 will have an enhanced user experience that is sure to blow your mind.
5. New command and command editor
Odoo 15 will include the new command and command editor. It will help handle invoices in accounting configuration.
Read more: How Odoo ERP Simplifies Sales Management in Your Organization
6. CRM
The new feature in the CRM is expected to improve managing leads and well assigning salespersons.
Using this feature, leaders can allocate the desired team members to activity or lead in the Odoo 15 CRM module. This will augment the organization’s sales activity and the team members’ collaboration for the leads.
7. Project burn down chart
This feature will be introduced in the Project section. Here, you will find an easy reporting tool to view the actual chart of the project’s progress phase-wise.
Additionally, the chart will help identify the current trend and any delay for the project deliverable.
8. Share buttons
The share functionality will be included in the customize section of the eCommerce website platform.
Typically, the share button allows the products to be shared on different social media platforms through the website portal. Using the new functionality, you can share the details on the platform to finalize the product.
9. Purchase dashboard
The purchase dashboard gives an amazing perspective for the dashboard comprising all the purchase values and graphs. The dashboard provides the needed information about the tax and untaxed-based total. A click on the reporting tab of the Odoo 15 dashboard will seamlessly get you a detailed report.
10. Website gift card
This option allows you to sell the card on eCommerce. This functionality creates unique codes for the sale of Gift Cards. These unique codes are given to the customers either via email or physically.
Odoo apps or modules help create multiple unique codes for the purchase of a gift card. Odoo 15 is likely to upgrade these features.
Additional features
In addition to the above-mentioned features, Odoo 15 is likely to incorporate these features as well.
- Business Intelligence Tools
- A newly designed eCommerce product page
- Formulas of BOM, %of final products, etc., to improve the process manufacturing.
Read more: Why Choose Fingent as Your Odoo ERP Partner
Conclusion
Odoo ERP implementation can help you manage your business seamlessly and with Odoo 15 you can enhance it further with customization. In general, Odoo 15 brings several opportunities to users and developers and helps them explore better opportunities.
At Fingent, we constantly indulge in building innovative modules for Odoo and other ERP platforms. The rising capabilities of Odoo are sure to unlock unique opportunities and we are preparing businesses to deploy the same.
If you think your business is ready to deploy the rising capabilities of Odoo, then connect with our experts today, and explore unlimited possibilities for your business!
How does Odoo ERP Customization Help Businesses?
In the current age of empowered consumerism, businesses should never underestimate the importance of customization in their strategy. Each company has its specific requirements, so customization has become increasingly significant to business growth in the past few years. As businesses wade through unprecedented times, customization emerges highly relevant in 2021. Enterprise systems like custom Odoo ERP solutions, in particular, witness an increasing market adoption.
Undeniably, customized ERP software can unlock tremendous opportunities for businesses to grow and expand. However, do you feel that committing to a software vendor could mean you are relinquishing control of your business or that it might not be financially viable? If yes, we invite you to read this article and put your fears to rest as you discover the importance of Odoo ERP, especially as we approach 2021.
Read more: How Odoo ERP Simplifies Sales Management in Your Organization
Does Your Business Need Odoo ERP Customization?
Every business has its requirements, and just because one methodology worked for a particular company, it cannot be a yardstick for all enterprises. Hence, it’s crucial to customize your business software to address your specific needs. The foremost reason for having customized Odoo ERP software is that it can address your specific business requirements. It is essential for businesses to wisely use this capability and customize their Odoo ERP software for an organized workforce and a highly streamlined workflow.
Read more: 5 Salient Features of Odoo that Make it a Reliable ERP for Enterprises
Consider a few reasons:
1. Process Extension
The productivity of any business depends on its work process and business forms. Each association has an alternative work process that may require customization to be more effective. To that end, business leaders may have to stretch out procedures to build new functionalities. In such situations, customizing Odoo ERP can improve collaborations within the work process.
2. Increase application lifespan
Applications are building blocks of any business process because they provide vital features and functionality while simplifying the business process. Given that, businesses cannot afford to lose applications at a critical moment. Companies thus need customized ERP solutions to increase the lifespan of business applications.
3. Establish Unique Identity
Every business has specific objectives to accomplish, which sets them apart in the market. Online marketing activities and data reports of a business mirror its unique identity. Customization of Odoo ERP software can empower businesses to establish their unique identity despite challenging situations.
4. Mobility
With the changes brought about by the pandemic, the need for mobile ERP solutions has taken precedence. Odoo ERP customization can help organizations achieve the desired mobility.
5. Additional features
COVID-19 has redefined the way businesses function that necessitates improvements and upgrades in the business process for 2021. However, it would help if you streamlined each upgrade with the existing process. You can achieve this by incorporating additional features to improve the performance of the whole organization. Odoo ERP customization will help you include other features tailored for your specific business needs.
Read more: Fingent’s new plugin facilitates the scheduling of Zoom meetings from Odoo!
6. Increased adaptation
The pandemic has made it evident that an unprecedented event can take you completely by surprise and change the face of your business. Quick adaptation is necessary for businesses if they are to survive and thrive. However, it can be challenging to find new ways that align with your existing business process. Business systems that are not flexible to adaption can collapse, bringing a thriving business to a grinding halt. Odoo ERP customization enables companies to achieve flexibility, empowering them to adapt quickly as the need arises.
Benefits of Odoo ERP Customization
Odoo ERP customization offers businesses increased flexibility and better control resulting in increased sales and improved customer relations. Here are four main benefits of customized Odoo ERP software:
1. Flexible
Flexibility and better control over mission-critical business functions are two of the main benefits of Odoo ERP customization. The extent of that flexibility depends on the type of customization done by the ERP development company. Since Fingent is an official partner of Odoo, our team is fully trained in Odoo ERP development. Our projects are tailored for easy adaptability.
2. Comprehensive
Odoo ERP covers a wide range of business needs, such as financial management, warehouse management, CRM, and human resource management. It can integrate almost all aspects of a business to improve overall efficiency.
Read more: 5 Reasons to Integrate Your E-commerce Application with Odoo ERP
3. Offers support and allows upgrades
Customized ERP applications give you complete control over their features. It also allows you to upgrade the applications when required. At Fingent, we offer user-friendly applications that help businesses achieve their daily organization and management goals.
4. Development time
Development time might concern enterprises that need to deploy a customized ERP solution within a given time frame. The development timeline varies from project to project, depending on the requirements and expectations of an organization. However, it is a profitable investment considering the long-term benefits.
5. Cost-effective
There is a misunderstanding that customization of the Odoo ERP system costs a fortune or might complicate the software system’s entire delivery. This has held back some businesses from investing in it. While it is true that customized ERP solutions require to be developed from scratch and tend to be more expensive than off-the-shelf systems, you must consider that the benefits and long-term savings far outweigh the cost.
The development cost of customization depends on various factors such as the type of application, the number of features, and the time required for the development. However, Odoo offers a basic ERP system with a low-cost license fee. Hence, developing a simple enterprise application with basic features can be cost-effective in the long run. Organizations can maximize the budget on the customization of the platform.
6. Security
Odoo ERP is known to be secure by design. Being an open-source platform, Odoo is under constant scrutiny by its users. This ensures that it continually improves on bugs as soon as users report them.
Easy Adaptability with Complete Control – Grab It Now
Customization of the Odoo ERP system provides you with the functionality that your business requires. It eliminates any unnecessary features that could confuse a customer and allows you to customize the source code to suit your business needs and features. Customization can also reduce entry duplication and removes redundant fields, which enhances the efficiency of your employees. It can address your current business requirements while providing you with the opportunity to continually improve and refine your business processes as 2021 approaches with new challenges.
If you are worried that the implementation might be difficult, we want to assure you that it isn’t. Fingent’s Odoo implementation projects are tailored for easy adaptability and user-friendliness while ensuring that you have complete control over your processes. Give us a call, and let’s get talking.
Odoo ERP Implementation for Sales and Revenue Optimization
Pandemic or no pandemic, businesses are facing intense competition in the market. To stay competitive, your organization must think strategically before every move. This is especially true when it comes to sales and marketing. Ask yourselves these questions: Are your projections based on assumptions rather than figures derived from an analytical perspective? Does it take an awfully long time to reconcile your finances at the end of the month? Are you struggling to keep up with a surge in order volumes, which leads to disgruntled and dissatisfied customers? Is your inventory a royal mess? If your answer is yes to any of these questions, then your business needs an ERP system! With its vast suite comprising over 40 business productivity applications, Odoo ERP provides a smoother and simpler way to run your business.
The range of business apps offered by Odoo is highly comprehensive, fully-integrated, easy to use, and supports numerous different industries. Fingent, utilizing its partnership with Odoo ensures their clients are leveraging one or more apps from Odoo to boost their business efficiencies.
This article will highlight the challenges you may be facing in sales and marketing, and help you see if Odoo ERP can be a solution.
Challenges in Marketing and Sales
Sales and Marketing play a vital role in your business, whether you are a B2B or a B2C company. Here are some challenges that could be an indicator that something is amiss and that you need to take action asap.
1. Different processes to handle different tasks
Is your company using different types of software to record, track, and process information? If so, it can result in inaccurate sales data. Not having the accurate and latest accounting information can have an impact on everything from market budgets to payrolls.
The good news is that the Odoo ERP software can integrate these systems so that all business functions stay connected to a single database. This will ensure you get accurate, real-time data when required. This can also free up your staff so they can concentrate on helping the business grow even faster.
2. Finance reconciliation is a laborious process
Perhaps your accounting team is spending hours cross-posting information, rekeying numbers, or reconciling data manually. Odoo ERP can make a big difference here. It can automate process transactions and generate audit trails and financial reports. This can greatly simplify period-end closings.
3. Reconciliation of data takes too long
Finding average sales margins or other metrics might be a daunting task for companies that have isolated systems or work on spreadsheets. Thankfully, the Odoo ERP solution can give a holistic view of your business operations so that your staff can get accurate information to accomplish their jobs more effectively.
Read more: 5 signs which imply that your business needs Odoo ERP
How Can Odoo ERP Assist Your Business Gain?
Odoo ERP provides more than 5000 modules. These can help you accomplish all your business tasks efficiently and successfully. Since it is an open-source ERP platform, it can fulfill all business requirements. Odoo is API-friendly. Hence, it is easy to implement and integrate with your other business applications and modules.
Odoo has a modular structure that allows for phased implementation. Implementing one module at a time helps your organization test the functionality of that module before implementing the rest. This saves a considerable amount of time and resources. Also, with Odoo development, you can avoid licensing costs. Understandably, this enables businesses to invest for future customizations.
Fingent’s new plugin facilitates the scheduling of Zoom meetings from Odoo!
Check out our Odoo Zoom integration module launched in Odoo Apps Store.
With Odoo you can:
- View complete details of sales order and sales management in real-time with the help of a single software application.
- Track the future profitability of your organization based on the analytics of current production and sales.
- Make quick and informed decisions with the help of sales reports. These reports help you forecast the product demand for the future.
- Decrease the time that takes to manage the sales process.
- Manage the entire sales order lifecycle with the help of post-sales activities.
- Minimize the delivery time.
Read more: 5 Salient Features of Odoo that Make it a Reliable ERP for Enterprises
In What Ways Can Odoo ERP Help?
Odoo ERP is a customizable platform. It enhances sales and marketing and thus drives growth. It can help in:
1. Managing Sales
Odoo makes it easy to manage and categorize sales orders into a well-structured and hierarchical system. It allows you to create fresh orders as well as review existing ones.
2. Point of Sale or PoS
Odoo can optimize the Point of Sale management that includes various processes like invoicing, cash registration, and inventory.
3. Customer Relationship Management
The customer relationship module (CRM) of Odoo helps you manage business activities, cash opportunities, solve bug-related issues, and focus on leads. With the help of this module, you can automate most activities like streamlining communication. It also allows you to prioritize your work.
4. Easy Warehouse Management
Odoo can support the management of multiple warehouses and stock locations. You can easily and quickly define inbound, outbound, and stock locations for each of those warehouses.
Read more: How your online store can benefit from Odoo ERP integration
5. Purchase Management
Odoo ERP makes it convenient to monitor the quotations from the suppliers. You can effortlessly convert those quotations into purchase orders.
6. Enhance Manufacturing Process
Odoo helps you to streamline the manufacturing process and its management. It can simplify the process of planning and speed up the process of manufacturing.
7. Generate More Leads
Odoo website builder provides a wide range of preferential options. Most importantly, it provides useful features for sales and marketing that include drag-and-drop and call-to-action buttons. Also, a client’s proposal for a project is directly stored into the Odoo sales app which can be retrieved anytime.
8. Project Management
Odoo ERP makes project management simple yet more efficient. You can track the status of the project in real-time. Additionally, it allows you to categorize the project into sub-tasks and assign it to different employees. No longer do you have to worry about missed deadlines because Odoo’s calendar helps you to keep a track of those stringent deadlines.
9. Automation
Tasks such as sales order and invoice generation of Odoo ERP system allows you to automate manual tasks with zero or minimal errors. Such automation lets your staff focus on more important aspects of business growth.
Read more: Top 5 Open-source ERP Systems for Medical Equipment Suppliers
The Bottom-line
Integrating systems and maintaining them with security updates could seem like a herculean task if your business is working on multiple orders. It can become a complicated and costly endeavor to maintain outdated versions of business software. Fortunately, Odoo is being updated continuously for higher performance and improved scalability. It allows you to match the market’s competitive scenario by implementing end-to-end ERP.
In more ways than one, the coronavirus pandemic has pushed us to live and perform without any excuses. We can perform well when we learn to live with technology. Odoo ERP can help your company make profits now and in the future. Fingent has hands-on expertise in the consulting, implementation, and customization of Odoo for clients globally. Give us a call and we will be happy to help you understand and implement this solution for your business.
Fingent launches Odoo Zoom integration module in Odoo Apps Store
Are you managing your crucial business functions like ERP and CRM via Odoo and scheduling your online meetings via Zoom?
Very often, you’d have faced this difficulty of logging into Zoom separately to join the meetings. Some of you would’ve even missed the appointments or run late to join, just because you got too busy to track your Zoom calendar.
Spending your whole day on Odoo and switching to Zoom in between is annoying. Being an Official Partner of Odoo, Fingent has always catered to the needs of various customers and streamlined their operations thus saving their costs, time, and resources. Now you can easily schedule your Zoom meetings from Odoo using Fingent’s new plugin that integrates Odoo with Zoom, inclusive of updating Odoo based calendars. Participants can join the meeting using the meeting link and ID. Both the organizer and the participants need not require individual Zoom accounts as the meeting can be scheduled from within Odoo.
Click here to check out our Odoo Zoom integration module launched in Odoo Apps Store.
Features
- Easy flow between Odoo and Zoom
- Automatically syncs meetings scheduled via Odoo with Zoom
- Sets passwords to join the meeting
- Manages time-zone considerations
- Support for Zoom’s advanced meeting settings
- Multi-user and multi-company support
Want to integrate this custom business logic to extend and amplify the functionalities of your Odoo CRM/ ERP suite? Get in touch with us.