Procedure to automate the creation of vendor bill function from invoice pdf file in Odoo

Step 1) Save an invoice pdf file to odoo Document workspace

Step 2) select an invoice from Document workspace, and press the play button of “Create Vendor Bill” as below:

Step 3) Press the “SEND FOR DIGITALIZATION” to auto-read and import the invoice to a payment bill.

Step 4) The invoice info will be import as below, then you can validate it to confirm the bill, which you can prepare its payment in future.

Appendix:

I. What kind of document can be auto-import:

  • Create Bill
  • Create Customer Invoice
  • Create Credit Note

II. The cost of auto-import for each file as below, around HK$1.5 each import :

Diary of IT Man – I start to work as freelance odoo consultant

I kept an eye on odoo application for many years (starting from its openerp time in year 2010). Recently, I realized that it became mature and very active in the business application market. The following are several web site which developed by odoo as:

https://hkcin.org/

https://isaboutique.com/

http://www.officeox.com/

https://www.trippen.com.hk/

http://cmaaustralia.hk:8069/

It is a right time for me the join this odoo job market now. Hope I can get its full time/part time/freelance job soon.

Then, it is the right time for me to join in.

odoo Setup Tips

1. How to commend out coding in qewb xml files?

 use <!– cccccccc –> like html

2. How to redirect company(Internal User) to website home page

as above link described

3. Setup to redirect all user to home page after logon:

Setting -> Technical -> User Interface -> Views -> Search Login -> Edit -> redirect value= “‘/'”

4. Delete the Odoo Promotion Message in footer

WebSite Setting -> Customize -> HTML/CSS/JS Editor -> Find “… Promotion Message” -> comment out the Power by message as     <!–                    ..>

5.  3 user types

  1. Internal users can have full access to Odoo applications
  2. Portal users could be customers or suppliers (with access only to relevant documents)
  3. Public users can only access the website

6.  User Groups

There are three groups for sales

  1. Sales Administrators (Managers)
  2. Sales / User: All Documents
  3. Sales / User: Own Documents Only

7.  POS Start Session Error

Validation Error

All available pricelists must be in the same currency as the company or as the Sales Journal set on this point of sale if you use the Accounting application.

Comparison on odoo online, odoo.sh, On-Premise for community and enterprise versions

Recently, I re-picked up the odoo application. I started to use it five years ago, and at that time, its performance was slow and not quite well for usage. Currently, I found that it had a lot of improvement; its function covers many different area from HR, CRM, ERP, e-commerce, POS, helpdesk, project management, online booking, etc. I just got a cert on completed an odoo course. I think it is the right time to invest my time on odoo now, and hope that I can become a freeance on odoo support.

Odoo.sh is an advanced platform compared to Odoo online. Odoo online provides an instance of Odoo basics constraining the users with the usage of same level features provides by Odoo ERP. In Odoo Online platform, there is no provision to use any custom add-ons or custom development of the software which is required by almost every client on this earth as their processes are different, their business workflows are different. Odoo online is not that flexible compared to odoo.sh, as the installation of custom modules is not supported in Odoo online. We can only make the availability of Odoo pre-set modules here. Odoo.sh is scalar in nature allowing the installation of custom modules and further customizations.

FunctionOn-lineOn-PremiseOdoo.sh
Quick/Easy SetupYESYES
Easy maintenance of certified AppsYESYES
Guaranteed 99.9% uptimeYESYES
Automated backupsYESYES
Email ServerYESYES
Odoo certified AppsYESYESYES
Third-party AppsYESYES
Server ControlYESYES
Built-in Developer and System Administration toolsNOT NEEDEDYES

For on-premise installation, it has Odoo Community and Enterprise version. Odoo Community Edition is the free basic version of Odoo supported by open source software. Odoo Enterprise Version, on the other hand is a paid and upgraded version that is more suitable for high value, niche market. Odoo Enterprise Version offers unlimited functional support, version upgrade and Public or Private Cloud hosting in contrast to Odoo Community Version. High speed and performance also differentiate Odoo Enterprise version from Community version.

General Support FunctionEnterpriseCommunity
Unlimited Functional supportYesNo
Upgrades (including your database)YesNo
Public and Private cloud hostingYesNo
User InterfaceEnterpriseCommunity
Desktop – Web BrowserYesYes
Mobile version – Android and Apple phonesYesNo
Studio AccessEnterpriseCommunity
Screen CustomizationYesNo
Report DesignerYesNo
Menus EditorYesNo
Apps CreatorYesNo
Sales ManagementEnterpriseCommunity
Relationship Management (CRM)YesYes
Sales quotations and ordersYesYes
Customer Portal and online paymentYesYes
Digital Phone (VoIP) IntegrationYesNo
Document ManagementYesNo
eSignaturesYesNo
Digital, Subscription and Rental ProductsYesNo
HelpdeskYesNo
Field servicesYesNo
Repair servicesYesNo
Cohort, Dashboard, and Map ViewEnterpriseCommunity
Kanban, list, calendar, and bar graph viewYesYes
new cohort, dashboard, and Map viewYesNo
Inventory ManagementEnterpriseCommunity
Purchase ManagementYesYes
Barcode supportYesNo
Shipping ConnectorsDHL Express, UPS, USPS, FedEx, BPost, EasyPostYesNo
Inter-company AutomationYesNo
Accounting ManagementEnterpriseCommunity
Invoicing & PaymentsYesNo
Full Accounting(Bank Statement Imports, Billing Digitalization, Budgets,Checks, Consolidation, Localizations, Reports, …) YesNo
Manufacturing ManagementEnterpriseCommunity
Resource Planning (MRP)YesYes
Advanced Resource Planning (MRP II)-Work center Control Panel and SchedulingYesNo
Internet of Things (IoT)- Cameras, Footswitches, Scales, Measurement ToolsYesNo
Product Lifecycle Management (PLM)YesNo
MaintenanceYesYes
QualityYesNo
Shipping Connectors- DHL Express, UPS, USPS, FedEx, BPost, EasyPostYesNo
Project ManagementEnterpriseCommunity
Projects and TasksYesYes
Timesheets and task logsYesYes
Planning and ForecastingYesNo
Human Resource ManagementEnterpriseCommunity
Employee DirectoryYesYes
ExpensesYesYes
LeavesYesYes
RecruitmentsYesYes
ExpensesYesYes
PayrollYesNo
AppraisalsYesNo
ApprovalsYesNo
Employee ReferralYesNo
Departments DashboardYesNo
Point of Sale ManagementEnterpriseCommunity
Retail Point of SaleYesYes
Restaurant Point of SaleYesYes
Loyalty Programs and Gift CardsYesNo
Website BuilderEnterpriseCommunity
Website BuilderYesYes
BlogsYesYes
PresentationsYesYes
ThemesYesYes
Form BuilderYesNo
Call-to-Actions BlocksYesNo
VersioningYesNo
A/B TestingYesNo
E-commerceEnterpriseCommunity
Web Store and Shopping CartYesYes
Shipping ConnectorsDHL Express, UPS, USPS, FedEx, BPost, EasyPostYesNo
Amazon ConnectorYesNo
Automatic Sales TaxYesNo
Marketing ManagementEnterpriseCommunity
Events ManagementYesYes
Email MarketingYesYes
Live ChatYesYes
Social media MarketingYesNo
SMS MarketingYesYes
Marketing AutomationYesNo
Lead ScoringYesNo
Email Marketing TemplatesYesNo
MiscellaneousEnterpriseCommunity
E-LearningYesYes
ChatYesYes
Google Integration- Accounts, Calendar, Docs, SheetsYesYes
Fleet ManagementYesYes
Web Services Integration (API)YesYes
Online Appointment SchedulingYesNo

什麼叫 SSIS 和 VSTS

作為今天的程式員應該要知道SSIS和VSTS這兩個名詞。

SSIS 為Microsoft SQL Server Integration Services (SSIS) 是一個平台,用於建立高效能資料整合方案,包括資料倉儲的擷取、轉換和載入 (ETL) 封裝。

Integration Services 包含用於建立及偵錯封裝的圖形工具和精靈;用於執行工作流程功能 (例如 FTP 作業)、執行 SQL 陳述式或傳送電子郵件訊息的工作;用於擷取及載入資料的資料來源和目的地;用於清除、彙總、合併和複製資料的轉換;用於管理 Integration Services 的管理服務,即 Integration Services 服務;以及用於程式設計 Integration Services 物件模型的應用程式發展介面 (API)。

VSTS的全稱是Visual Studio Team System,是由微軟開發的一套具有高生產力、高集成性、可擴展的生命週期開發工具,VSTS使得整個開發團隊擁有更好的溝通與合作,並且保證了更好的質量。

為我們帶來了他的全生命週期管理工具Visual Studio 2005 Team System,旨在改善軟件開發方法在實際開發過程中的有效實施.VSTS擴展了Visual Studio 2005的功能,提供了新的源代碼管理工具, 同時還為開發者提供了單元測試工具和代碼分析工具. 不過VSTS 這次並不是將焦點全放在開發者身上, 它還提供了一系列支持整個開發團隊的工具. VSTS為項目經理, 架構師, 開發者, 測試人員甚至開發經理都提供了相應的支持工具. VSTS提供了一套追踪軟件開發過程的任務管理工具, 為了使整個團隊的軟件開發的過程能夠清晰可見,VSTS還提供了自動生成項目門戶網站(Web Portal)的工具.

Tips to improve MsSQL db performance

If SQL database has poor performance, it will cause timeout issue during retrieve data.  Usually, we have below tips to improve its performance:

  1. Re-build indexes (check the index fragmentation first)
  2. Review the SQL execution plan to find out the most time consuming part
  3. Rewrite the SQL to optimize the execution, overwrite the stored procedure if these steps don’t work
  4. find out the blocking or bottleneck for the statements
  5. check the fragmentation by scripts or manual
  6. check the useless indexes and missing Indexes, then add the missing indexes and delete useless indexes
  7. housekeep the database log file
  8. raise a performance ticket for investigating the issue with Microsoft (need to collect execution plan and profile trace)

Android App Sample Program

Recently, I picked-up and studied Java and Android Studio programming again. I developed two Android App using Android Studio as below, and put in Google Play Store. If you have time to support me, please download to install and test it. Thanks.

1 st App Name: Egg Timer

Function: Timer of count down from range of 10 min and play a horn sound as time up.

Link: https://play.google.com/store/apps/details?id=com.infotechmanagefactory.eggtimerapplication_v2

2 nd App Name: LocateFriendMap

Function:
1) show your current location in map;
2) calculate distance between your friends and yourself;
3) select your friend’s location and show in map;
4) display google map navigation to lead you to meet friend.

Operation Manual: 
1)Setup your own username and password in the first time, then use it to logon next time; if you forget your password, simply setup another one.
2)There is a switch button to allow you to select "MyLocation" or "FindFriend" to show your location on map or show the distance between you and your friends.
3)As you select "MyLocation", it will show your map and you can press "Show Me To Friend" or "Cancel to Show Me" button.
4)As you select "FindFriend", it will show a list of your friends; as you select a friend, it will show a map between you and your friend, and you can also use "Navigation" button to call the google map navigation function.
5)To remind to use back arrow button "<" to go back to previous screen.
6)If you get trouble on map location display, you should check whether your phone GPS location function is active (maybe display your last location, but not current location), or go to out-door to get good GPS signal. 

Link:
https://play.google.com/store/apps/details?id=com.infotechmanagefactory.locatefriendmap

eCommerce Web Site

Recently, I developed a eCommerce web site for selling Health supplement and providing healthy improvement service. It has the following features:

  1. Shopping Web Site with Product categories, product maintenance, shopping cart, checkout payment, email notification, member login;
  2. Submit application form to apply healthy card;
  3. Submit application form to inquiry service;
  4. Maintain posts for news update;
  5. Multi-language feature;
  6. VISA payment gateway.

I used the following service provider because of cost effective as below:

  1. godaddy.com for domain main;
  2. AWS for hosting;
  3. WordPress for CMS;
  4. WooCommerce for shopping cart;
  5. Contact Form 7 for application form builder;
  6. Polylang for multi-language setup;
  7. Stripe for payment gateway.

You are welcome to browse the link –> https://www.skywaycare.com , and provide any comment. If you want to setup a similar website, I can help you, and feel free to contact me.