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- Manual Bank Reconciliation
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- The traditional way of reconciling bank statement
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- Cybrosys Technologies
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- Overview
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- This module replaces the Odoo default bank statement reconciliation with traditional way of just putting the date in each line.
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- Screenshots
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- When You click on "New Statement" a window will open
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- There you can see the list on journal items that are 'not reconciled'
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- There you can see the list on journal items that are 'not reconciled'
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- Fill the dates mentioned in bank statement in 'Bank.St Date' column of respective line. Click on 'Save' button before closing the window.
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- One more thing to point out is, this will also mark the bank payments as 'Reconciled'
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- Our Services
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- Odoo Customization
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- Odoo Implementation
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- Odoo Integration
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- Odoo Support
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- Hire Odoo Developers
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- Our Industries
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- Trading
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- Easily procure and sell your products.
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- Manufacturing
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- Plan, track and schedule your operations.
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- Restaurant
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- Run your bar or restaurant methodical.
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- E-commerce & Website
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- Mobile friendly, awe-inspiring product pages.
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- Hotel Management
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- An all-inclusive hotel management application.
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- Education
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- A Collaborative platform for educational management.
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- Service Management
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- Keep track of services and invoice accordingly.
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+ This Module Replaces the Odoo Default Bank Statement Reconciliation +
++ This module replaces the Odoo default bank statement reconciliation with traditional way of just + putting the date in each line. +
+ ++ Replaces the Odoo default bank statement reconciliation +
+ ++ When You click on "New Statement" a window will open. +
++ There you can see the list on journal items that are 'not reconciled' +
++ You can see the details about the current balance as per company books, bank balance based on + already reconciled journal entries as 'Balance as per bank' and difference between them as 'Amount + not reflected in Bank'. +
++ Fill the dates mentioned in bank statement in 'Bank.St Date' column of respective line. Click on + 'Save' button before closing the window. + Hope you have noticed the changes in Balance as per company books, Balance as per bank and Amount + not reflected in Bank +
++ One more thing to point out is, this will also mark the bank payments as 'Reconciled'. +
++ Easily procure + and + sell your products
++ Easy + configuration + and convivial experience
++ A platform for + educational management
++ Plan, track and + schedule your operations
++ Mobile + friendly, + awe-inspiring product pages
++ Keep track of + services and invoice
++ Run your bar or + restaurant methodically
++ An + all-inclusive + hotel management application
+- Managing entry/exit process. -
- -- Automatic process on document attachments. -
- -- Option to enable Gauge widget for employee kanban. -
- -- Entry/Exit Percentpie in employee form view. -
- -- Entry Progressbar in employee tree view -
-odoo@cybrosys.com
-+ Manages Employees Entry & Exit Process +
++ A well functioning human resource department will lay down a number procedure and process before an + employee during joining/resigning time. It may be submission/Return of a certificate or attending a + conference etc. A person has to undergo all these checklist items before being admitted/resigned. + The module simplifies the process by providing you a checklist to mark the proceedings. It will also + display the PercentPie of the checklist items completed. +
+ ++ Screenshots of the entry and exit checklists is shown below. +
++ Entry and exit progrss are shown in the employee form view with PercentPie +
++ Extra column added in employee tree view with progressbar. +
++ Kanban view now has a gauge to show the progress of each employee. +
++ Configuration view is shown below. +
++ Easily procure + and + sell your products
++ Easy + configuration + and convivial experience
++ A platform for + educational management
++ Plan, track and + schedule your operations
++ Mobile + friendly, + awe-inspiring product pages
++ Keep track of + services and invoice
++ Run your bar or + restaurant methodically
++ An + all-inclusive + hotel management application
+odoo@cybrosys.com
-+ Allow to scan multiple barcodes of a product in POS. +
++ Odoo allows having a single barcode for products. This module allows you to set multiple barcodes for a product and product variants and use these barcodes for scanning the product in pos.
+ ++ For setting multiple barcodes for products, go to Point of sale --> Products --> Product Variants and select Barcodes Tab.
++ Now set multiple barcodes and go to Dashboard and open a pos to scan barcode using barcode scanner. +
++ Scan the barcode using the barcode scanner and you can see the product gets added in ordeline. If there is only single product Variant, you can see the multiple barcodes set for product in Point of sale -- > Products --> Products +
++ Easily procure + and + sell your products
++ Easy + configuration + and convivial experience
++ A platform for + educational management
++ Plan, track and + schedule your operations
++ Mobile + friendly, + awe-inspiring product pages
++ Keep track of + services and invoice
++ Run your bar or + restaurant methodically
++ An + all-inclusive + hotel management application
+- Automatically create MRP order form POS sale -
-- We have to assign the products for which MRP order gets created Automatically. -
-- Identify the MRP orders easily generated from POS. -
- -odoo@cybrosys.com
-+ Launch automatic MRP orders after selling through POS +
++ The module automatically launches MRP orders from Point of Sale.
+ ++ Automatically create MRP order form POS sale.
++ We have to assign the products for which MRP order gets created Automatically.
++ Identify the MRP orders easily generated from POS.
++ How to enable MRP order creation from POS.
++ There is a heading 'Point of Sale' under sales tab in the product form. Enable 'To create MRP order' + and make sure that this product has a bill of material, else system will generate a warning. If you + forget to set the BOM, then MRP order does not get created.
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+ Every product needs minimum one BoM, then only MRP order gets created at the time of POS sale. If
+ you do not enable the Product Variants, then you can set a BoM with a product and its components. If
+ you enable the Product Variants (Products can have several attributes, defining variants (Example:
+ size, color...)) then the BoM form will contain extra field Product Variant.
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+ If you set a BoM for a product template, then you will be able to get that BoM for all the variants.
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+ If you set a BoM for a particular Product variants, then that BoM is counted only for that variant.
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+ So other variants BoM is counted as zero. MRP Order is created only when the BoM is available.
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+ Select the products for sale. + Make the payments and validate it. + Check Manufacturing orders. +
++ From the "Source", we can easily find out the MRP orders that is created by POS. +
++ Easily procure + and + sell your products
++ Easy + configuration + and convivial experience
++ A platform for + educational management
++ Plan, track and + schedule your operations
++ Mobile + friendly, + awe-inspiring product pages
++ Keep track of + services and invoice
++ Run your bar or + restaurant methodically
++ An + all-inclusive + hotel management application
+odoo@cybrosys.com
-+ Restricts available POS for Users. +
++ This application allows you to set allowed POS for each user in the user settings form. When the + user logs in, he can have access to the allowed POS only. Manager can see the users assigned to each + POS and also can view POS of all users.
+ ++ For setting access to each user, go to Settings --> Users and select point of sale user.
++ Next, Select the POS Users tab and set the Allowed POS for this user. +
++ Now when the user logs in, he can see only the Allowed POS in his dashboard. +
++ For Managers set point of sale as Administrator. +
++ Administrator can see POS without restriction. He can also see the allowed users for each POS if the + option-show allowed users is set. +
++ Easily procure + and + sell your products
++ Easy + configuration + and convivial experience
++ A platform for + educational management
++ Plan, track and + schedule your operations
++ Mobile + friendly, + awe-inspiring product pages
++ Keep track of + services and invoice
++ Run your bar or + restaurant methodically
++ An + all-inclusive + hotel management application
+odoo@cybrosys.com
-+ Restrict Concurrent Sessions +
++ Some times it is neccessary to restrict the user from multiple logins for security reasons.This + module envisions the same.This module restricts the concurrent sessions for users.The user will get + restricted from login if they already login in to another device.Also it provides an option to force + logout for users. A inactive session will automatically expire after 45 minutes.
+ ++ After installation, login to Odoo.
++ When the User tries to login, a notification will prompt if he is already logged in.
++ Force log out from devices that are already logged in.
++ Easily procure + and + sell your products
++ Easy + configuration + and convivial experience
++ A platform for + educational management
++ Plan, track and + schedule your operations
++ Mobile + friendly, + awe-inspiring product pages
++ Keep track of + services and invoice
++ Run your bar or + restaurant methodically
++ An + all-inclusive + hotel management application
++ Mass Mailing using SendGrid API +
++ The module will help send emails through SendGrid Mailing Service. It could be use full for Bulk Mailing. The email templates can create by the user. It work with the API key provided by the user.
-+ You need to get a SendGrid API key To use This module
-+ It work with using the API Key. It can be set in the configuration
++ SendGrid Template Details submenu in Email Marketing configuration using to create email templates.
++ SendGrid from emails submenu in email marketing configuration using for storing from emails.
++ In Email Marketing Mailing Form contains a page named SendGrid Email.There we can select the Sending Template.
++ We could Use Recipients field to sort the recipient emails
++ Mail can be send by using SendGrid Button in Mailing Form
++ SendGrid Send Emails submenu in Email Marketing Reporting menu can be use for viewing Mail Details
++ In SendGrid Send Emails Will Show the Error Emails and cause of Error in The Record. It also include Mail Bounce Check
++ Bounce Check Button Will show cause of the bounce Email in the page view
++ Resend Error Emails Button in the action menu can be use for resend the selected error emails
+- -In -confirmation -wizard -have -two -button -Ok -and -Cancel, -By -clicking -Ok -button -the -mail -will -be -sent. -
- -- -User -can -see -which -recipient -have -send -the -mails -in -sent -smart -button -on -the -mailing -form -
- ++ Selecting Email Template field also fill the mail body Of the mailing form. +
++ + Mailing Form View Contains Recipient field it help to select recipient type. Using Domain Filter user can sort needed recipients from the record. +
++ + After setting Recipients and Template user can send mail by clicking SendGrid button. +
+- -Here -the -user -can -see -mailing -records -and -it -states. -
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- -Here -we -can -see -a -button -Bounce -Check -it -can -use -for -checking -mail -Bounce -status. -
- + By clicking SendGrid button it will show a confirmation wizard. In confirmation wizard have two button Ok and Cancel, By clicking Ok button the mail will be sent. + +- -Here -user -can -see -the -error -cause -in -the -Messages -page -in -the -form -view. -
- ++ If the mail send to the recipient then the draft state is change to send state. User can see which recipient have send the mails in sent smart button on the mailing form +
+- -Here -action -have -a -button -Resend -Error -Mails -, -it -will -be -resend -mails -to -the -selected -error -records. -
-- -If -the -error -record -sending -completed, -The -state -will -be -change -to -Send. -
- ++ In mail user can see a new mail like below image. +
+- -User can use this from emails on mailing page. -
++ By clicking Send smart button it will show a tree view like below, here we can see mailing completed recipient details. +
++ In Email Marketing Reporting menu have sub menu SendGrid Send Emails, Here user can get the mailing details done by SendGrid Service. +
++ By clicking SendGrid Send Emails sub menu, It will show tree view like below. Here the user can see mailing records and it states.
++ Send state record will be look like below. Here we can see a button Bounce Check it can use for checking mail Bounce status. +
++ By clicking Bounce Check button it will show bounce status in the Message page in the form view. +
++ Error state record can see below. Here user can see the error cause in the Messages page in the form view. +
++ If any error record occurred it can be resend to that mail. Here action have a button Resend Error Mails , it will be resend mails to the selected error records. If the error record sending completed, The state will be change to Send. +
+Mailing configuration menu have submenu SendGrid From Email it used form storing from email Records. User can use this from emails on mailing page. +
++ User can create new from email record by clicking on create button on the view. +
+