Case Study for CMS Extended Rights - aktivsoftware.comaktivsoftware.com/.../pdf/Case-study-Odoo-AktivSoftware.pdf · Existing Odoo version ... The client which is a Belgium -based

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Case Study for CMS Extended Rights

From Aktiv Software LLP

Suitable Industry Type : All

Customer/Partner name : XXX

Existing Odoo version : XXX

New Odoo version : XXX

Duration : XXX (in hours)

http://www.aktivsoftwar.com/

mailto:[email protected]



Deployment mode : XXX (Online or On-site)

Business Requirement The Business flow required managing complete business solution along with Website

management which shall be accessible by the internal team as well as Resellers. They

needed frequent changes on the Website by the resellers & Internal users along with SEO

management more specific for the URL redirection.

Purpose The customer needed a functionality wherein the Internal team & Resellers shall be able to

make changes on the Website to keep it updated on recent data and also make suitable

changes as required which shall be managed & controlled by Senior Management through

the same system.

Challenges Currently, in odoo, you can provide access rights to a particular Internal user or Resellers

through which they can make the changes but it gets updated on the Website directly

without approval and also no traceability about changes.

Solution After analysing the requirement, Aktiv software customised and implemented the system

as such that the Internal users & Resellers can easily make the suitable changes on the

website and send it for approval to Senior Management along with complete traceability

records. It involves below functionality:

I. New Page Request : A new page added by the user with the content added would

be seen here which the management can Approve / Reject.

II. Draft View : All draft changes made are stored here which user can modify the

work later without losing the work.

III. Proposed View : Once the user is done with changes he would submit that changes

which can be preview by management and then approve it. Management also has

an option to directly make the changes to the work submitted and then approve it.

IV. Web Templates : User can also save the web page as a template which can be used

to create a new page by applying the same template.

V. SEO Directions : It allows to redirect web URL for better SEO management.






Achievement After customization, it became very easy for the Internal Users as well as Resellers to apply

changes on the web page as & when needed without any delay and the same can be

monitored, managed & Controlled by Management. It helped the customer to save time,

reduce efforts & interdependence leading to constant & timely data updated on the web

with accuracy, clarity & complete transparency.






Case Study for Diamond Shop


Suitable Industry Type : Diamond










Business Requirement The client which is a Belgium-based company has business model wherein they are trading

in Diamonds over the region. With a number of different specifications, Grade, colour, type,

size and other multiple configurations they provide a marvellous range of Diamonds to the

customers.

Purpose The requirement involved fetching bulk of diamond data from an IDEX, properly organising

and presenting the same on a website in a manner which is convenient and simplified for

the Customers helping them to select from the variety of range.

Challenges The challenge faced by the client was to continuously capture the data from the IDEX API

and also process & furnish it in a presentable manner so that it attracts more customer

buying along with multiple options to be given to them. Also, it involved various conditions,

combinations and user-friendly web view to be developed for online order processing.

Solution Aktiv software going through the requirements developed a system with below features:

➔ Capturing high volume & Bulks of Diamonds data from IDEX API. ➔ Properly process & furnish the data in a presentable manner. ➔ Most advanced yet user-friendly web view for buying the diamonds. ➔ Classifying the Diamonds based on Major class. ➔ Define multiple specifications, Grade, size, colour & other measures to give the

customer a better selection process. ➔ Different search forms and attributes value based on Diamond's class. ➔ Advanced level of sorting mechanism to done from thousands of records. ➔ Easy comparison of products, sorting & selection functionality. ➔ Easily viewing Report / Pictures related to the Diamonds specs. ➔ Certain Diamond class fetched from API while certain can be manually added. ➔ Calibrated Diamond selection based on user needs with easy sorting. ➔ User can sort the diamonds in shopping cart(e.g. grade,shape,color,price,etc)






➔ Deselect & compare functionality in the shopping

cart

Achievement After implementation, the client experienced rapid business growth as it involved capturing

high volume diamond data from IDEX API easily & the data obtained was aligned and

organized in the Odoo system . Classification, sorting, comparing & other features lead to

more customer satisfaction as it provided the feature to choose from wide range of variety

with the most simplified online web view for buying.






Case Study for Insurance Company


Suitable Industry Type : Insurance, Clubs & Service Industry










Business Requirement The Belgium-based client is a provider for an insurance against cross section palsy. They

provide insurance policies with different types & specifications. The policies were mainly

classified into Single & Family section along with clubbing children to it which should be

easily bought from the company website.

Purpose The requirement involved a solution by which end customers should be possible to

become a member of the website. Therefore we need a website where the customer can

register him- / herself with his / her children. The customer should also have the possibility

to choose between several payment methods along with SEPA Direct Debit.

Challenges The client wanted the solution with minimal cost incurrence & on the other hand, a

featured solution which would easily manage their requirement and easy the process for

the end customers while opting for Insurance against cross section palsy.

Solution After analysing the requirement, Aktiv software customised and implemented the system

with less needed customization & more of configuration offering below features:

➔ Option to define Insurance memberships as a product in Odoo system with all the

options & specifications which would be visible on the website.

➔ A website where it is possible to select between the memberships (single/family).

➔ The possibility to fill out the complete address inc. birthday and unlimited children

names with birthdays.

➔ After filling out the form on website Odoo will take the data and create a partner

with its children as contacts and the selected payment method.

➔ The possibility to choose between different payment methods along with SEPA

Direct Debit. If the customer chooses SEPA Direct Debit a mandate is created.

➔ The customer is able to do changes for his address or add children by himself.

➔ Processing the Insurance policies will create a sales order, confirm it and create the

invoice, confirm it and send it by email to the customer's mail.






Achievement This project places an important role in our experience as the client had low-budget & still

the complete features have been accomplished by less customization along with more of

configuration & interlinking of different modules. Irrespective of low budget, the client had

not to compromise any feature & another side we made our efforts rigorously to achieve

the same was our accomplishment.






Case Study for Odoo Android Integration


Suitable Industry Type : Service (On-Site)










Business Requirement The client which is a Nederland-based company has the business which involves On-Site

work activities to be performed by a representative. Every information about the work

activities related to the task needs to be passed to the odoo system which can be easily

visible by the concerned person and review it.

Purpose The requirement included a connection between Odoo system & Andriod App (MySQL DB)

as the representative passes information and work status through the App which needs to

be processed and furnished properly in Odoo System.

Challenges They want an Odoo ERP as single platform for all the data coming from different channels.

The representatives use Android device to pass task activities related data & other

communications to the concerned person which was manually updated in the system.

Solution Aktiv software understood the requirements minutely and having an upper hand in

Integration process developed a connection between Odoo system with Android App

(MySQL DB) which achieves the below process:

➔ Task data for a project and representative gets synced with Android App data

continuously and automatic. ➔ Representative can view the task details directly on the Android App. ➔ The representative would update the data in the Android app like task started, task

stopped, On-site images, messaging & other communications. The same data would

be transferred to Odoo system under that respective task. ➔ Along with above data, longitude & latitude information is also fetched from the

Android app to the Odoo system. ➔ All the images & communication would be visible for each task. ➔ Based on Task start/stop messages received from Android app, timesheet entries

would be automatically updated in that task for that representative.






➔ Based on longitude & latitude received, we also

show the task analysis on Openstreet maps in odoo which helps to trace task

location along with work details. Here we have also provided different filtrations like

date, projects & task.

Achievement After customization, it became very convenient & Time-saving operations leading to

Increase in Business Productivity. Easily manage & track task activities with continuous sync

helping in reducing inter-dependency and transforming manual activities to autonomous

process.






Case Study for Odoo Magento Connector


Suitable Industry Type : E-Commerce


Magento version : V1.9 (Community Edition)

Odoo version : V10 (Community Edition)







Business Requirement The Business flow required mainly Ecommerce Order processing synced between Odoo &

Magento along with complete product details, order processing, Shipping details &

Accounting. The main focus of the Business was to smoothen the activities of E-commerce

and to get the data at a centralized position to have better visibility & accountability.

Purpose The customer used the functionality wherein they manage E-commerce functionality from

Magento like Orders, Products, Shipping and rest other functionalities like Order to Billing

cycle, Accounting, Purchase, Inventory from Odoo. They wanted to fill the gap currently

faced by using the 2 different systems.

Challenges The challenge faced by the client was they were using 2 systems (Odoo & Magento)

separately for managing E-commerce orders, Product inventory, shipping details &

Accounting. The data was distributed between the 2 system and it was becoming difficult to

view & analyse the data at a central point.

Solution After understanding the requirement, Aktiv software prepared the functionality which

simplifies data syncing between Odoo & Magento with the below features:

Sr No Features Magento to Odoo Odoo to Magento

1 Products - Create, Update & delete Yes Yes

2 Import Websites Yes NA

3 Carriers / Shipping Methods Yes NA

4 Order status Yes Yes

5 Order Details Yes NA

6 Product Categories & Attribute Groups Yes Yes

7 Configurable Products (Variants) Yes Yes

8 Inventory & Tier Price NA Yes

9 Customers Yes NA






10 Shipment status NA Yes

Achievement After customization, it became very easy for the Internal Users as well as Resellers to apply

changes on the web page as & when needed without any delay and the same can be

monitored, managed & Controlled by Management. It helped the customer to save time,

reduce efforts & inter-dependence leading to constant & timely data updated on the web

with accuracy, clarity & complete transparency.






Case Study for POS Sub-Product

From: Aktiv Software

Suitable Industry Type : Restaurant, Retail & Trading

Existing Odoo version : Odoo 10 Enterprise

New Odoo version : Odoo 10 Enterprise

Duration : 210 (in hours)

Deployment mode : Online





Business Requirement The client which is a Switzerland-based company has different food chain outlets spread

over the region which involves managing outlet, order preparation & billing. They wanted

an application which suits their purpose for managing complete food chain business.

Purpose They wanted a functionality which would allow the system user to define multiple food

options available for the particular product which is made visible to the representative so

that they can take the order for a respective beverage with the multiple food options

available to be selected from it.

Challenges Currently, in odoo, you can define a product in the system but cannot define options / sub-

products to the main product because of which the representative while placing an order

via POS, the options were not visible and hence becoming a difficult and tedious process.

Also, the kitchen slip & customer receipt showed each option as a separate product not

giving a clear picture.

Solution Aktiv software understood the requirements minutely and thereafter customised and

implemented the system with features as mentioned below:

➔ Classify product as Main product & Sub product. ➔ Separate Product Categories for Main & Sub Product. ➔ The user can define multiple subproducts to Main product based on different Sub

Product Categories. ➔ While placing an Order via POS, the representative will first select the Main product

after which it would take it to the next screen which would allow selecting the

subproducts associated to that Main product in the sequence of sub product

categories defined in the Main product. ➔ The Kitchen order, as well as Customer receipt, would consist of the Main product

under which it would show all the options selected which helps in easy perception. ➔ Also, the representative can generate multiple times the Kitchen receipt which was

allowed only once in default.






Achievement After customization, it became very suitable for the system representative to classify

products as Main & Sub. They are easily able to make orders via POS by selecting the

respective Main Products along with multiple options of sub-products leading to clarity and

easy accessibility. The representative is happy with the new system as the tedious process

was converted to an interesting one.






Case Study for Restaurant

Management From Aktiv Software LLP

Suitable Industry Type : Restaurant, Pizza Shop

Existing Odoo version : Odoo 10 Community & Enterprise

New Odoo version : Odoo 10 Community & Enterprise


Deployment mode : On-site





Business Requirement The client which is a food based company (restaurant) with different branches involves

order processing, preparing items as per the recipe, managing guests as per table

availability and offering various discounts to customers. They required an application which

suits their purpose from maintaining orders in kitchen till the customer’s payment.

Purpose They wanted a functionality which would allow the system to manage tables and the

seating arrangement of guests by the cashier while the waiter will take the order and send

it to kitchen. When the order of a particular table is served, different color is maintained on

so that conflicts can be avoided during more number of guests. Biometric Configuration

was also a purpose so that employee attendance can be calculated efficiently.

Challenges Currently, you can manage floors and tables on each floor but chairs are not managed in

Odoo. Order processing and checking order status were not available in the existing flow.

Maintaining different users like Cashier, Waiter was a major challenge in Odoo. Splitting of

bills was again a challenge faced while payments due to chair level customization.



➔ Classified users - Cashier and Waiter

➔ Separate Kitchen Screen and Order Screen

➔ Discount is been managed on product, product category and on bill amount.

➔ Types of Delivery like take away and outdoor delivery is also being managed.

➔ Table, Chairs and Floor management is done as per the guests and availability of

chairs on the floor which will have different options to select chairs.

➔ We have also managed sending orders to kitchen and checking the order status with

a functionality of Reprinting the Kitchen Order Ticket (KOT) along with the VAT No.

➔ Recipe management is also provided as per the ingredients with its picture.

➔ Color Management of the table screen and bill splitting is now possible.






Achievement After customization, it became very suitable for the system representative to manage

customers. It’s easy to make orders via POS by selecting the respective products along with

multiple options of assigning chairs, providing discount, splitting bills and biometric

configuration for the attendance data. The representative is happy with the new system as

the tedious process was converted to an interesting one.






Case Study for Saudi HR & Payroll

From: Aktiv Software

Suitable Industry Type : Saudi HR & Payroll

Existing Odoo version : Odoo 10 Community

New Odoo version : Odoo 10 Community


Deployment mode : XXXXX





Business Requirement The client which is a Saudi Arabia company has VISA and Insurance process over the

region. They wanted an application where they easily manage their VISA process and other

saudi operations.

Purpose They wanted a functionality which would allow the system user to manage multiple saudi

operations available for saudi employee which is made visible to the representative so that

they can manage operations of saudi and non-saudi employee.

Challenges Currently, in odoo no saudi payroll and operations are available. As per client requirement

we needed to manage Employee probation, GR Operation, Admin Operations, IT Operation,

Employee Leaving Process(EOS) and manage payroll with saudi payroll structure bases on

saudi labour law.



➔ GR Operations : Mainly it contains VISA Request, Iqama, Sponsorship Transfer,

Employee GOSI for saudi and non-saudi employee. ➔ Admin Operations : It contains Flight booking, Hotel booking, Other booking and

admin reports which you can get in .pdf and .xls format. ➔ IT Operations : Employee can able apply for equipment allocation request manage

Employee registration and deregistration. Manage document list in each employee. ➔ Employee Leaving Process(EOS)) : Manage employee leaving process and made

easy for employee and manager. Employee can able to create their leaving request

and after manager can manage their clearance and EOS benefit as per saudi law. Each operation have separate access level based on expertise and position manage

operations. Better alignment of HR strategies with business goals. Manage employee

contract for HR and payroll.

Achievement After customization, It became very suitable for the system representative and easy to

manage employee process integrate with Saudi Labour law. They are easily manage






employee visa request, equipment request and leaving

process for each employee. They manager user level access rights for each employee,

manager and admin. The representative is happy with the customized system as the

tedious process was converted to an interesting one.




Documents

Case Study for CMS Extended Rights - aktivsoftware.comaktivsoftware.com/.../pdf/Case-study-Odoo-AktivSoftware.pdf · Existing Odoo version ... The client which is a Belgium -based