Project Resource Allocation and Resource Management

The resources of an organization consist of people, materials, equipment, knowledge and time. Organizations typically have limited resources; therefore, tradeoffs on what project resources are expended and when are made every day within organizations. A resource allocation plan is an important tool in effective management of scarce resources. The timing of the need of those… Read more »

What is the difference between projects and operations?

In any organization, only two aspects of work exist—on-going operations and projects. Projects are defined as unique, temporary endeavors with a specific beginning and end. Operations constitute an organization’s on-going, repetitive activities, such as accounting or production. Since all work and/or efforts performed within an organization are characterized as either operations or projects, all of… Read more »

What is Document digitization Project?

What is Document digitization Project? We all know that the paper life is short and as the time passes the papers get damaged in several forms. The hard copies require much maintenance and resources which leads to cost. Now that technology has advanced and we are capable of reducing the cost through Document Digitization Process…. Read more »

What is a Project Charter?

Project Charter Project Charter is one of the Project Management document. This document can be considered as a framework for the Project under which the Project will operate. This document contains all critical information related to the Project. Definition: As per the PMBOK the Project Charter is a document issued by the Project initiator (or sponsor)… Read more »

What is the best way to tackle negative comments by consumers on social media? What steps should be followed?

Best way to tackle negative comments There is no way to ignore the negative comments by consumers. If the negative comment made by the consumer is proved to be true then you should reply to that comment accepting the defect and what measures you have taken to resolve that issue/defect. You will get more points… Read more »

How to schedule a meeting in ODOO CRM?

Schedule Meetings: When you click on the “Meeting” button the following Calendar view will be displayed from where you can select a date and set up a meeting on that date. When you click on any date, the following form will be displayed:

How to cancel Journal Entries in Odoo Financial Accounting?

How to cancel Journal Entries In this article, you will learn how to cancel a posted journal entry. To cancel any posted Journal Entry you need to select the option “Allow canceling Entries” from journals Accounting>Configuration>Journals Select the journal which you want to make available for canceling proceed further

How to reconcile the invoice in Odoo Financial Accounting?

Reconcile the invoice We can reconcile the invoices from here. Accounting>Periodic Processing>Reconciliation

How to enable technical features for a user in Odoo V7?

How to enable technical features(TF) for a user in Odoo Technical features for a user in Odoo are nothing but giving access rights to the user to control configuration and other technical settings. When we freshly install Odoo by default the user will not get the TF enabled. The following is the window how the… Read more »

What is ERP Software?

ERP Software The abbreviation of ERP is Enterprise Resource Planning. Means any Enterprise will have various resources like Human Resource, Machinery, Products, etc. Managing these resources efficiently to get the optimum result is the purpose of  ERP Software. For doing this Job, automation of this process is required. And here comes the ERP software. The main… Read more »

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  • Hello!

    Welcome to my Blog. This is Siraz and I would like to share many things with you people on my personal blog. Keep checking my blog for great articles. Thanks…

  • How to manage leads from Kanaban view in Odoo CRM?

    Kanban View: Kanban is a Japanese word. It means “card”. The leads information will be displayed in the form of cards where you can change the status or stage of the lead by dragging from one stage to another and the information will get updated automatically. Maintaining leads from “Kanban View” Sales>Opportunities From this single… Read more »

  • How to create a leads record in Odoo CRM?

    How to create a lead record in Odoo CRM Create leads Odoo CRM provides a variety of options to be maintained in CRM lead form. Here you can mention different options which gives almost clear picture about lead. You can view the existing leads and create new leads from Sales>Leads In the above window you… Read more »

  • How to create sales channels and sales campaigns in Odoo CRM?

    Sales channels and sales campaigns in Odoo CRM Sales Channels You can view and create “Channels” from Sales>Configuration>Leads and Opportunities>Channels Sales>Configuration>Leads and Opportunities>Channels>Create Sales Campaigns You can view and create “Campaigns” from Sales>Configuration>Leads and Opportunities>Campaigns Sales>Configuration>Leads and Opportunities>Campaigns>Create

  • Job Positions and Departments in Odoo HRM

    Job Positions You can view or create the “Job Positions” from Human Resources>Configuration>Job Positions

  • Employee tags in Odoo HRM

    How to create Employee Tags Employee tags are very important in HRM process. You can view or create the “Employee Tags” from Human Resources>Configuration>Employee Tags To create an Employee tag click on create button and fill the details in the fields provided like “Category” and “Parent Category” Human Resources>Configuration>Employee Tags>Create

  • How to cancel Journal Entries in Odoo Financial Accounting?

    How to cancel Journal Entries In this article, you will learn how to cancel a posted journal entry. To cancel any posted Journal Entry you need to select the option “Allow canceling Entries” from journals Accounting>Configuration>Journals Select the journal which you want to make available for canceling proceed further

  • How to create Periods in Odoo(OpenERP) Financial Accounting?

    Creating Periods. Fiscal Years: You can view and create the “Fiscal Years” from following steps Accounting>Configuration>Periods>Fiscal Years In the following window, you can view the columns like “Code”, “Fiscal Year”, and “Status” Accounting>Configuration>Periods>Fiscal Years>Create Example: You can create “Monthly Periods”

  • Creating a Customer Invoices in Odoo Financial Accounting Module?

    Customer Invoices. You can view the existing customer invoices which are generated from Sales Orders and you can create new Customer Invoices directly from here Accounting>Customers>Customer Invoices After selecting the invoice you can validate, register payment, refund invoice, etc can be done from here. In the above window you need to select payment method through… Read more »

  • How to create Sales quotations in Odoo Sales or Openerp Sales?

    Creating a Sales Quotations In this article you will learn how to create a sales quotations in Odoo(OpenERP) Sales module. To view and create new Sales Quotations you need to click on Sales>Quotations 1. Sales Quotation To create a new quotation you need to click on “Create Button” In the above form you need to… Read more »