What it is: The Spreadsheet View in Odoo is a powerful tool that allows you to create, edit, and analyze data within a spreadsheet interface directly inside Odoo. It's essentially a built-in spreadsheet application that integrates seamlessly with your Odoo data. Key Features: Familiar Spreadsheet Interface: It provides a user interface that is similar to popular spreadsheet programs like Microsoft Excel or Google Sheets, making it easy to learn and use. Data Creation and Editing: You can create new spreadsheets from scratch or import existing ones. You can then enter, edit, and format data within the spreadsheet cells. Formulas and Functions: It supports a wide range of formulas and functions, allowing you to perform calculations, analyze data, and create dynamic reports. This includes mathematical, statistical, logical, and textbased functions. Data Visualization: You can create charts and graphs directly from your spreadsheet data to visualize trends and patterns. Odoo offers various chart types, such as bar charts, line charts, pie charts, and scatter plots. Pivot Tables: You can create pivot tables to summarize and analyze large datasets. Pivot tables allow you to group, filter, and aggregate data to gain insights from different perspectives. Collaboration: Multiple users can collaborate on the same spreadsheet in real-time, making it easy to work together on data analysis and reporting. Integration with Odoo Data: The Spreadsheet View can be connected to your Odoo data, allowing you to import data from other Odoo modules and create dynamic reports that update automatically. Data Validation: You can set up data validation rules to ensure that the data entered into the spreadsheet is accurate and consistent. Conditional Formatting: You can use conditional formatting to highlight cells that meet certain criteria, making it easier to identify trends and outliers. Import and Export: You can import data from various file formats, such as CSV, Excel, and Google Sheets. You can also export your spreadsheets to these formats. Templates: Odoo provides pre-built spreadsheet templates for various use cases, such as financial reporting, sales analysis, and project management. 51 SPREADSHEET VIEWS
What it is: The Portal View in Odoo provides a limited-access, web-based interface for external users (like customers, vendors, or partners) to interact with specific data and functionalities within your Odoo system. It's a way to give external stakeholders controlled access to relevant information without granting them full access to your internal Odoo backend. Key Features and Explanation: Limited Access: Portal users only have access to the specific data and functionalities that you grant them. They cannot access the full Odoo backend or other sensitive information. Web-Based Interface: The Portal View is accessed through a web browser, making it easy for external users to access the system from anywhere with an internet connection. Self-Service: The Portal View often provides self-service capabilities, allowing external users to perform tasks such as: Viewing their order history Tracking the status of their orders Paying invoices Submitting support tickets Updating their contact information Branding: The Portal View can be customized with your company's branding, providing a consistent and professional experience for external users. Communication: The Portal View often includes communication features, such as the ability to send and receive messages related to specific records. Think of it like this: Imagine you have a customer who wants to check the status of their order. Instead of having to call you or send an email, they can log in to the Portal View and see the order status themselves. 52 WEB PORTAL VIEWS
What it is: The Website View in Odoo is a comprehensive set of tools and features that allows you to create, manage, and maintain a professional and engaging website directly within the Odoo platform. It's a fully integrated content management system (CMS) that seamlessly connects to your other Odoo applications, such as Sales, CRM, eCommerce, and Marketing. Key Features Drag-and-Drop Builder: A user-friendly drag-and-drop interface that allows you to easily create and customize web pages without any coding knowledge. Pre-designed Building Blocks: A library of pre-designed building blocks (snippets) that you can drag and drop onto your pages to quickly create professional-looking layouts. These snippets include text blocks, images, videos, buttons, forms, and more. Responsive Design: Websites created with Odoo are automatically responsive, meaning they adapt to different screen sizes and devices (desktops, tablets, and smartphones). Themes: A variety of pre-designed themes that you can use as a starting point for your website. You can customize these themes to match your brand. eCommerce Integration: Seamless integration with Odoo's eCommerce module, allowing you to easily create and manage an online store. 53 WEB SITE VIEWS Blog: A built-in blogging platform that allows you to create and publish blog posts to attract visitors and improve your search engine ranking. SEO Tools: A range of SEO tools to help you optimize your website for search engines, including meta tags, keyword analysis, and sitemap generation. Contact Forms: Easy-to-create contact forms that allow visitors to get in touch with you. Live Chat: Integration with Odoo's Live Chat module, allowing you to provide real-time support to website visitors. Multi-Language Support: Support for multiple languages, allowing you to create a website that caters to a global audience. A/B Testing: A/B testing tools that allow you to test different versions of your web pages to see which performs best. Google Analytics Integration: Seamless integration with Google Analytics, allowing you to track website traffic and user behavior. Membership Management: Tools for managing website memberships and subscriptions. Events Management: Tools for creating and managing events, including online registration and ticketing. Forum: A built-in forum that allows you to create a community around your website. Security: Odoo provides a secure platform for your website, with regular security updates and protection against common web threats. Integration with Odoo Apps: Seamless integration with other Odoo apps, such as Sales, CRM, Inventory, and Accounting, allowing you to automate business processes and streamline your operations.
54 POINT OF SALES (JS) What it is: The POS View in Odoo is a user-friendly interface designed for retail stores, restaurants, and other businesses that need a fast and efficient way to process sales transactions in a physical location. It's a touch-screen optimized application that allows you to manage orders, payments, inventory, and customer interactions at the point of sale. Key Features: Touchscreen Optimized Interface: Designed for use on touch screen devices, making it easy for cashiers to quickly process transactions. Product Management: Product Catalog: Displays a catalog of your products with images, prices, and descriptions. Product Search: Allows you to quickly search for products by name, barcode, or category. Product Variants: Supports product variants, such as different sizes or colors. Order Management: Order Creation: Easily create new orders by adding products to the cart. Order Modification: Modify orders by adding, removing, or changing the quantity of products. Discounts: Apply discounts to individual products or the entire order. Loyalty Programs: Integrate with loyalty programs to reward repeat customers. Order Notes: Add notes to orders for special instructions or customer requests. Payment Processing: Multiple Payment Methods: Supports multiple payment methods, such as cash, credit cards, debit cards, and gift cards. Split Payments: Allows customers to split payments between different payment methods. Tip Management: Easily add tips to orders. Cash Management: Manage cash drawers and track cash flow.
Project Director: Jack Kirby Project Manager: Ravi Bhattarai Accounting SME: Sher Technical Lead: Hashmukh Developers: Ravi Jigar Kushal Himanshu PROJECT TEAM 55
Odoo has a fully functional mobile app that integrates with Odoo Enterprise which gives you one more reason to integrate with your daily operations. MOBILE APPS ADDITIONAL INFO: 56
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Dallas Office: 1255 W 15th St, Suite 810, Plano, TX, 75075, USA. Phone No: +1 (858) 401 2332 E-mail: Sales@bistasolutions.com CONTACT US Bista Solutions www.bistasolutions.com 60