The document provides an overview of the various modules in the Memento V6.0 business application, including sales, customer relationship management, price lists, knowledge management, human resources, project management, financial management, purchase management, warehouse management, and manufacturing. Key features and terminology are defined for each module, along with examples of common workflows.
A special solution for Advertisement Agencies, Public Relations Companies, Media Procurement Agencies, Media Tracking Agencies and Direct Marketing Companies; Workcube Services
Advanced bidding and estimating for manufacturers of highly engineered products
The document discusses Advanced Bidding and Estimating capabilities provided by the Cincom Business Suite for manufacturers of highly engineered products. The Cincom Business Suite is an advanced version of Microsoft Dynamics that combines Microsoft technology with Cincom's specialized capabilities for selling, engineering, contracting, project management, and after-sales service. It includes an Advanced Bidding and Estimating component designed for creating customer-specific proposals, contracts, and projects based on cost estimates within Microsoft Dynamics for a familiar experience.
The overall vision of Apptivo cloud based CRM for V6 is to create a modern interface to function across all devices (big and small) while introducing more customization options, reducing the effort to perform basic tasks, and increasing the business intelligence provided by reports & dashboards.
For more information, visit us @ https://goo.gl/5LX1sS
todo.vu is a task management and productivity software that provides integrated CRM, project management, time tracking, and billing features to help freelancers and consultants stay organized and efficiently manage tasks, customers, and teamwork. It allows users to track both client projects and internal tasks, bill for time spent, and share workspaces across teams for collaboration. The software aims to combine customer relationship management, project management, time tracking, and invoicing tools into a single integrated solution.
Create sales quotes faster and easily streamline your sales cycle and increase deal velocity with our CRM quotation software for small and large businesses. SalesBabu CRM Quote Software System combines both an intuitive user experience with an extensible platform serving the needs of businesses of all sizes.
Db computer provides the IT Services in Limerick.If are you facing any problem in this field.Please Contact us. We working for many years in this fields and we have professional experience team to manage your it services.
A special solution for Advertisement Agencies, Public Relations Companies, Media Procurement Agencies, Media Tracking Agencies and Direct Marketing Companies; Workcube Services
Advanced bidding and estimating for manufacturers of highly engineered productsCincom Systems
The document discusses Advanced Bidding and Estimating capabilities provided by the Cincom Business Suite for manufacturers of highly engineered products. The Cincom Business Suite is an advanced version of Microsoft Dynamics that combines Microsoft technology with Cincom's specialized capabilities for selling, engineering, contracting, project management, and after-sales service. It includes an Advanced Bidding and Estimating component designed for creating customer-specific proposals, contracts, and projects based on cost estimates within Microsoft Dynamics for a familiar experience.
The overall vision of Apptivo cloud based CRM for V6 is to create a modern interface to function across all devices (big and small) while introducing more customization options, reducing the effort to perform basic tasks, and increasing the business intelligence provided by reports & dashboards.
For more information, visit us @ https://goo.gl/5LX1sS
The role of Presales in any technical and software organization has become more important over the last decade. Often called the “hidden half of the sale” or the “credible side of the sale”, a correctly set-up Presales group can significantly and positively increase your company’s revenue. Learn what Presales is, understand how it can help your organization and what you need in order to become a trusted Solution Consultant in the software industry.
Tricky transactions in QuickBooks OnlineIntuit Inc.
This document provides an overview of tricky transactions in QuickBooks Online and how to handle them. It discusses recording retainers and deposits through creating new accounts and items linked to those accounts. It also covers writing off bad debt, allocating overhead through journal entries, using zero pound transactions, and recording loan payments as recurring transactions. Other topics include entering daily sales summaries, troubleshooting bank reconciliations, using the audit log, and creating an opening balance journal entry for a "fresh start" in QuickBooks Online. The document provides step-by-step instructions for completing many of these tricky transactions.
AME is an online sales tool developed by Diageo Ireland to allow commercial teams to more efficiently manage trade opportunities involving printed point-of-sale materials. The tool provides templates that can be customized within brand guidelines to meet outlet needs quickly while reducing costs. It offers substantial savings compared to Diageo's previous process which was costly, time-consuming, and relied on external agencies.
iERP integrates internal and external management information across an entire organization. Our ERP enables you to equip yourself with the tools you need to cut costs, improve operational efficiency, and make smarter decisions faster. Enterprise resource planning (ERP) integrates internal and external management information across an entire organization, embracing finance/accounting, manufacturing, sales and service, customer relationship management, etc. ERP systems automate this activity with an integrated software application. Its purpose is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside stakeholders. iERP enables you to equip yourself with the tools you need to cut costs, improve operational efficiency, and make smarter decisions faster.
Priority Software is a single integrated ERP software for enterprise resource planning and management. for small, medium and large enterprises. Priority business management software and its various modules offer solutions for all of the organization's ERP operational needs. Priority's targeted solutions for commercial and manufacturing businesses across a broad spectrum of industries make ERP significantly easier and more cost-effective than complex, cumbersome market alternatives.
Successfully implemented in more than 8,500 sites worldwide and supporting 200,000 users.
Techo ERP is the Best ERP System that is adaptable to changing market dynamics and customer needs by being flexible, modular, and scalable. You can start with certain applications that make sense right now and then add on seamlessly linked applications as your company grows.
Sysuniverse is an IT services provider headquartered in Chicago that provides outsourcing, consulting, technology, and implementation services focused on industry verticals where they have strong domain expertise. Their mission is to provide innovative solutions to customers, outperform peers, and provide a dynamic work environment for employees. Cash CRM is their flagship product, which is a cost-effective CRM software intended for small and medium-sized businesses that helps enhance sales team efficiency. The software handles various functions including sales, purchasing, inventory, accounting, HR, projects, attendance, reports, training, and administration.
LaunchPad is a comprehensive media management software that provides tools for production management, accounting management, sales management, contact management, and more. It allows small publishers and large media companies to manage various aspects of their business through features for account management, billing, financial reporting, sales forecasting, production tracking, and more. The software is designed to be intuitive and provide easy access to the information users need to do their jobs efficiently.
Odoo is a modular business software with key modules for accounting, stock, sales, and purchase management as well as human resource management. The accounting management module allows setup of accounting in 4 steps and includes payments, bank transfers, bank matching, currency rates, taxes, financial reports, and budgets. The stock management module includes dashboards, push/pull rules, product costing, barcodes, and carriers integration. The sales management module supports quotations, templates, delivery management, and products. The purchase management module handles requests for quotation, traceability, blanket orders, and services. The HR module covers expenses, leaves, accruals, evaluations, recruitment, payrolls, and pay slips.
Complete ERP Solution for Service Industry with CRM, Project Management, Inventory, Warehouse, Accounts, etc. Manage your after sales service very efficiently.
Find all best crm features in convergehubConvergeHub
This document discusses key features that should be considered when selecting a customer relationship management (CRM) system. It outlines core CRM features related to sales, marketing, and service management. Specifically, it describes sales features like dashboards, account and contact management, and deal management. For marketing, it discusses automated campaigns, email templates, lists, and broadcasts. For service, it covers case management and knowledge bases. The document emphasizes that an integrated CRM is important to provide a complete view of customers across sales, marketing, and support.
The document provides an overview of the topics covered in the Functional Training Day 2 session, including:
1) A guided tour of basic modules in Open ERP like partners, accounting, products, stock management, CRM, purchasing, and sales.
2) An exercise to create partners, install additional modules, and explore basic accounting and product functionality.
3) Descriptions of key aspects of stock management, CRM, purchasing, sales, and manufacturing modules in Open ERP.
ERPNext is an end-to-end business solution that helps manage all business information across various modules including financials, production, HR, sales, and asset management. The HR module manages payroll and processes like leave allocation. The employee module stores employee details and supports functions like payroll processing and loans. Other modules include the job applicant, holiday list, and loan type modules for managing applicants, holidays, and employee loans. ERPNext is a fully featured ERP system for small and medium businesses.
The document discusses action profiles in SAP CRM which allow users to define automated actions and processes. Actions can be used to create follow-up transactions, output documents, and execute changes. An action profile determines the available actions for a transaction type. Actions are defined with conditions and processing options. Common processing types include methods, workflows, and smart forms for output. The document provides steps to create an action profile and action in SAP CRM and examples of actions for revising quotations, generating new contracts, and more.
- OpenERP is an open source ERP software with 500 modules that provides management applications for accounting, sales, purchasing, project management and more. It has over 1000 installations per day and is fully web based.
- The business model is open source and modular, allowing customers to start small and add new modules as their business needs grow. It is customizable without heavy development and integrates all modules.
- MillenniumSoft provides implementation, support and customization services for OpenERP to help businesses implement the ERP solution in an on-site or online format.
This document provides an overview of enterprise resource planning (ERP) systems. It discusses key ERP modules like finance, human resources, supply chain management, and manufacturing. It also outlines advantages of ERP systems like end-to-end visibility, planning and reporting, and data security. Challenges of ERP implementation include finding the right software, gaining management commitment, and providing adequate training. Trends in ERP highlighted are more user-friendly interfaces, increased mobility, greater integration between systems, and demand for cloud-based solutions.
This presentation examines how you can manage & grow sales with a sales pipeline set up with the proper sales pipeline stages and how to master sales pipeline management.
Resources & Links:
iDeal Sales CRM: https://idealcrm.app/
Sales Pipeline Full Article: https://idealcrm.app/construction-sales/sales-pipeline-stages-explained-b2b/
Sales Pipeline Excel Download: https://idealcrm.app/wp-content/uploads/Sales-Pipeline-Excel.xlsx
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One of the best ways to keep track of sales is with a sales pipeline - an important tool that helps you manage and grow sales.
What We Cover:
- Sales Pipeline Definition
- Sales Pipeline vs Sales Funnel
- Sales Pipeline Management Best Practices
- Sales Pipeline Stages
- Sales Pipeline Stages Example
- Sales Pipeline Software
- Sales Pipeline Excel Template - free download
1. The product catalog in Dynamics CRM enables organizations to track products, price lists, discount lists, and units of sale in order to automatically calculate prices on quotes, orders, and invoices.
2. The product catalog consists of discount lists, unit groups, price lists, products, and price list items which are used to establish different pricing structures for customers.
3. Quotes, orders, and invoices in Dynamics CRM can be used to manage the sales process, integrated with ERP systems, or disregarded depending on the organization's needs and systems.
D-ályma Tech Solutions is an IT services provider that offers end-to-end software development, web development, content management, and design services. They specialize in speed, quality and reducing costs for clients. Their services include website design, software development, digital marketing, mobile apps, graphics design, and e-commerce solutions.
A completely integrated ERP and manufacturing system to help you run your business better. eresource manufacturing ERP software offers the largest footprint of ERP, manufacturing, MES, and supply chain software modules in the industry developed by a Best ERP software company in India.
You need to know what a customer is worth to you on so you can figure out if you can spend more in marketing to acquire more ideal customers.
In another article we discussed Cost of Acquisition for a customer, and if your cost of acquisition fits well inside your overall customer profit then you can continue to spend on that acquisition strategy.
If your cost to acquire is too high based upon your customer lifetime value then you are spending too much in acquisition.
The best marketing campaigns acquire your ideal customers, and they are the ones with a high lifetime value to you that you actually like working with.
This document describes the features and modules of an immigration consultant management system software. The software allows users to manage client enquiries, contacts, leads, opportunities, applications, documents, tasks, appointments, invoices, teams, and automate repetitive tasks. It includes modules for enquiry management, contacts, leads, opportunities, customers, quotations, sales pipeline, application management, document management, task management, appointment management, bulk emails, invoice creation, team management, and approval flows.
Timesheet Workshop: The Timesheet App People Love!Odoo
This document introduces an app called Awesome Timesheet that allows users to track their working times, manage employees, work offline anywhere, and report and analyze data. It provides a demonstration of the app's features including tracking product, sales, projects, timesheets, employee management, and reporting on a website.
This document discusses using the Google model-viewer widget to display and interact with 3D models in the GLB format within Odoo. It describes addons developed to integrate 3D product viewing into the backend, frontend, and e-commerce sections of Odoo. The document also provides background on glTF as an open standard for 3D content and the model-viewer library, which is based on three.js and allows easy 3D model embedding on websites. Future steps discussed include expanding AR capabilities on mobile browsers and converting models to the required glTF format.
The document announces an Odoo Experience online event, unveiling the new features of Odoo 14. It promotes sessions on topics like ROI analysis for ERP selection, website design tips, supply chain management, and HRMS. Speakers will provide insights into Odoo's ORM and certification. Attendees can participate in surveys, quizzes and choose their adventure for a digital CEO roleplay game. The event aims to deliver an amazing experience for amazing attendees.
Extending Odoo with a Comprehensive Budgeting and Forecasting CapabilityOdoo
Essatto is a budgeting and forecasting software that integrates with Odoo. It was implemented by Global Car Sales, a company that sells cars globally using Odoo. Essatto streamlined Global Car Sales' forecasting processes by capturing forecasts at a more detailed item level, providing historical sales data to salespeople, automatically consolidating submissions, and producing interactive daily/weekly reports. It also enabled powerful budgeting, data analysis, reporting tailored to different user needs, flexibility to changes, and importing data from multiple sources including Odoo.
Managing multi-channel selling involves selling through multiple online and offline sales channels. This allows sellers to reach more customers but also presents challenges in order management, fulfillment, and inventory management across channels. Odoo and Emipro provide integrated solutions to help sellers manage orders, inventory, products, and reporting across marketplaces, e-commerce platforms, and brick-and-mortar stores in a centralized system. Emipro's solutions sync inventory, orders, and products across channels; integrate with popular marketplaces, shipping carriers, and warehouses; and provide inventory and sales reporting.
The Product Configurator allows for simple setup and flexibility. It can help sales go faster by integrating with a company's website, point of sale systems, and manufacturing processes. The Configurator aims to streamline operations.
Accounting Automation: How Much Money We Saved and How?Odoo
This document discusses the benefits of automating finance and accounting processes. It finds that digitizing and automating invoice processing, purchase-to-pay, and order-to-cash can significantly reduce costs compared to traditional paper-based manual processes. Specific cost savings identified include reducing processing times for invoices from over 25 minutes to just 1-2 minutes. The break-even point for automating typically occurs within 12 months for companies processing over 100 invoices per month. Automation is recommended for companies of all sizes and industries to improve efficiency and cash flow management.
1. Camptocamp developed an open source WMS and SCM ecosystem for Odoo to meet the complex needs of a major medical logistics customer.
2. Key features include integrated procurement, warehouse management, order processing, delivery, and replenishment powered by Odoo applications and custom developments.
3. A case study of the customer's operations highlights the various storage types, equipment, and end-to-end supply chain flows managed through the system.
Transition from a cost to a flow-centric organizationOdoo
The document discusses transitioning from a traditional cost accounting approach to a throughput accounting approach based on the Theory of Constraints. It explains that traditional cost accounting focuses on profit margins by product, but this does not consider system constraints. The Theory of Constraints identifies the constraint in a production system and prioritizes production to maximize throughput. The document provides an example of a clothing company that increases profits by identifying sewing capacity as the constraint and allocating production accordingly. It advocates adopting a demand-driven operating model to further elevate system constraints and improve inventory, lead times, and alignment between strategy and operations.
This document summarizes how a distance university runs its operations using Odoo. It discusses the university's study programs and key metrics like employee and student counts. It then outlines how Odoo provides functionality for expenses, HR, accounting, ticketing, mailing and more. Apps are used for areas like admissions, student/teacher/evaluation portals, and connecting to the learning management system. Business intelligence tools give insights into enrollments. HR modules cover leaves, attendance and expenses while finance manages accounting, budgets and reporting. The university aims to improve recruitment, integrate its website and enhance CRM and marketing in the coming years.
Sodexis is an Odoo partner that specializes in implementing Odoo to help manufacturing and distribution companies improve efficiency. Cecilie Barreto, a business analyst at Sodexis, gave a presentation on implementing purchase order down payments in Odoo, demonstrating how to configure, register, and apply down payments to final invoices and reviewing the corresponding journal entries. The presentation also discussed other apps Sodexis offers to help customers, such as payment processing, EDI connectors, credit management, and inventory availability checking.
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach foodOdoo
The document provides information about Port Cities Group, an Odoo consulting firm that has been helping businesses grow since 1997. It lists Jakub Smolka as the Director of Consulting, with teams located in various countries. Port Cities has implemented Odoo solutions in over 25 projects across multiple countries. The rest of the document outlines the story of 3Sach Food, a client that went through a multi-phase Odoo implementation with 120 employees across 10 stores and 2 kitchen studios over 2 years.
This document describes a customer success story of a San Francisco-based company that provides personal emergency medical alert services. The company was facing challenges with its previous technology stack, including a lack of integrated contact center experience. It implemented a new technology solution from Brainvire using Odoo for CRM, accounting, ecommerce, and integration. This enabled an improved omni-channel customer experience, streamlined subscription payments and billing, quick transformation of business processes and technology, improved integration with third parties, and customization to fit the company's unique business needs and practices. The new solution enhanced processes, automated shipping with third parties, and provided cost effectiveness and real-time communication across the organization.
Preventing User Mistakes by Using Machine LearningOdoo
This document discusses an anomaly detection module for inventory management created by Bista Solutions to prevent user errors in Odoo. It describes common user mistakes like incorrect tagging or data entry that can cause inventory issues. The machine learning module is trained on inventory data patterns to identify anomalies and alert users. This helps prevent damages from inventory mistakes by users in remote locations or from barcode tagging errors. A case study shows it provided better visibility and avoidance of human errors for robust inventory management.
Becoming an Odoo Expert: How to Prepare for the Certification Odoo
Port Cities Group is a consulting firm that has helped businesses grow since 1997. It has implemented Odoo in several countries and has branches in Mexico, Japan, Hong Kong, Vietnam, Malaysia, Singapore, Indonesia, Australia, the UK, and Colombia. The document provides tips for preparing for the Odoo certification exam, including doing homework in the Odoo e-learning system, following business logic through cases, learning Odoo principles like functions and models, and understanding the exam format.
Instant Printing of any Odoo Report or Shipping LabelOdoo
Odoo Direct Printing allows users to print documents like shipping labels and delivery slips directly from Odoo without needing to download files or use additional software. It works with both local and remote Odoo installations via an app and Printnode client. Case studies showed companies saving 70-80% efficiency by automating printing tasks like labels from warehouse apps. The solution integrates subscription plans directly in Odoo and provides a Raspberry Pi installation for easy setup.
Pavel Sodomka discusses his company Simple Hardware's migration from various tools like Vtiger, Hubspot, and Shopify to Odoo. Some key reasons for migrating to Odoo included needing integrated inventory management, manufacturing workflows, and e-commerce capabilities. While the migration process revealed documentation and support issues, Odoo provided a remarkably integrated system at a fair price. Odoo's customizability and growing community were major benefits, but it still lacks some modern features like live chat. With improvements to documentation, support, and responsiveness, Odoo could better compete with alternatives like Hubspot and Shopify.
RPA In Healthcare Benefits, Use Case, Trend And Challenges 2024.pptxSynapseIndia
Your comprehensive guide to RPA in healthcare for 2024. Explore the benefits, use cases, and emerging trends of robotic process automation. Understand the challenges and prepare for the future of healthcare automation
Blockchain technology is transforming industries and reshaping the way we conduct business, manage data, and secure transactions. Whether you're new to blockchain or looking to deepen your knowledge, our guidebook, "Blockchain for Dummies", is your ultimate resource.
Support en anglais diffusé lors de l'événement 100% IA organisé dans les locaux parisiens d'Iguane Solutions, le mardi 2 juillet 2024 :
- Présentation de notre plateforme IA plug and play : ses fonctionnalités avancées, telles que son interface utilisateur intuitive, son copilot puissant et des outils de monitoring performants.
- REX client : Cyril Janssens, CTO d’ easybourse, partage son expérience d’utilisation de notre plateforme IA plug & play.
Measuring the Impact of Network Latency at TwitterScyllaDB
Widya Salim and Victor Ma will outline the causal impact analysis, framework, and key learnings used to quantify the impact of reducing Twitter's network latency.
Are you interested in dipping your toes in the cloud native observability waters, but as an engineer you are not sure where to get started with tracing problems through your microservices and application landscapes on Kubernetes? Then this is the session for you, where we take you on your first steps in an active open-source project that offers a buffet of languages, challenges, and opportunities for getting started with telemetry data.
The project is called openTelemetry, but before diving into the specifics, we’ll start with de-mystifying key concepts and terms such as observability, telemetry, instrumentation, cardinality, percentile to lay a foundation. After understanding the nuts and bolts of observability and distributed traces, we’ll explore the openTelemetry community; its Special Interest Groups (SIGs), repositories, and how to become not only an end-user, but possibly a contributor.We will wrap up with an overview of the components in this project, such as the Collector, the OpenTelemetry protocol (OTLP), its APIs, and its SDKs.
Attendees will leave with an understanding of key observability concepts, become grounded in distributed tracing terminology, be aware of the components of openTelemetry, and know how to take their first steps to an open-source contribution!
Key Takeaways: Open source, vendor neutral instrumentation is an exciting new reality as the industry standardizes on openTelemetry for observability. OpenTelemetry is on a mission to enable effective observability by making high-quality, portable telemetry ubiquitous. The world of observability and monitoring today has a steep learning curve and in order to achieve ubiquity, the project would benefit from growing our contributor community.
Implementations of Fused Deposition Modeling in real worldEmerging Tech
The presentation showcases the diverse real-world applications of Fused Deposition Modeling (FDM) across multiple industries:
1. **Manufacturing**: FDM is utilized in manufacturing for rapid prototyping, creating custom tools and fixtures, and producing functional end-use parts. Companies leverage its cost-effectiveness and flexibility to streamline production processes.
2. **Medical**: In the medical field, FDM is used to create patient-specific anatomical models, surgical guides, and prosthetics. Its ability to produce precise and biocompatible parts supports advancements in personalized healthcare solutions.
3. **Education**: FDM plays a crucial role in education by enabling students to learn about design and engineering through hands-on 3D printing projects. It promotes innovation and practical skill development in STEM disciplines.
4. **Science**: Researchers use FDM to prototype equipment for scientific experiments, build custom laboratory tools, and create models for visualization and testing purposes. It facilitates rapid iteration and customization in scientific endeavors.
5. **Automotive**: Automotive manufacturers employ FDM for prototyping vehicle components, tooling for assembly lines, and customized parts. It speeds up the design validation process and enhances efficiency in automotive engineering.
6. **Consumer Electronics**: FDM is utilized in consumer electronics for designing and prototyping product enclosures, casings, and internal components. It enables rapid iteration and customization to meet evolving consumer demands.
7. **Robotics**: Robotics engineers leverage FDM to prototype robot parts, create lightweight and durable components, and customize robot designs for specific applications. It supports innovation and optimization in robotic systems.
8. **Aerospace**: In aerospace, FDM is used to manufacture lightweight parts, complex geometries, and prototypes of aircraft components. It contributes to cost reduction, faster production cycles, and weight savings in aerospace engineering.
9. **Architecture**: Architects utilize FDM for creating detailed architectural models, prototypes of building components, and intricate designs. It aids in visualizing concepts, testing structural integrity, and communicating design ideas effectively.
Each industry example demonstrates how FDM enhances innovation, accelerates product development, and addresses specific challenges through advanced manufacturing capabilities.
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Our Linux Web Hosting plans offer unbeatable performance, security, and scalability, ensuring your website runs smoothly and efficiently.
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BT & Neo4j: Knowledge Graphs for Critical Enterprise Systems.pptx.pdfNeo4j
Presented at Gartner Data & Analytics, London Maty 2024. BT Group has used the Neo4j Graph Database to enable impressive digital transformation programs over the last 6 years. By re-imagining their operational support systems to adopt self-serve and data lead principles they have substantially reduced the number of applications and complexity of their operations. The result has been a substantial reduction in risk and costs while improving time to value, innovation, and process automation. Join this session to hear their story, the lessons they learned along the way and how their future innovation plans include the exploration of uses of EKG + Generative AI.
INDIAN AIR FORCE FIGHTER PLANES LIST.pdfjackson110191
These fighter aircraft have uses outside of traditional combat situations. They are essential in defending India's territorial integrity, averting dangers, and delivering aid to those in need during natural calamities. Additionally, the IAF improves its interoperability and fortifies international military alliances by working together and conducting joint exercises with other air forces.
Sustainability requires ingenuity and stewardship. Did you know Pigging Solutions pigging systems help you achieve your sustainable manufacturing goals AND provide rapid return on investment.
How? Our systems recover over 99% of product in transfer piping. Recovering trapped product from transfer lines that would otherwise become flush-waste, means you can increase batch yields and eliminate flush waste. From raw materials to finished product, if you can pump it, we can pig it.
Quality Patents: Patents That Stand the Test of TimeAurora Consulting
Is your patent a vanity piece of paper for your office wall? Or is it a reliable, defendable, assertable, property right? The difference is often quality.
Is your patent simply a transactional cost and a large pile of legal bills for your startup? Or is it a leverageable asset worthy of attracting precious investment dollars, worth its cost in multiples of valuation? The difference is often quality.
Is your patent application only good enough to get through the examination process? Or has it been crafted to stand the tests of time and varied audiences if you later need to assert that document against an infringer, find yourself litigating with it in an Article 3 Court at the hands of a judge and jury, God forbid, end up having to defend its validity at the PTAB, or even needing to use it to block pirated imports at the International Trade Commission? The difference is often quality.
Quality will be our focus for a good chunk of the remainder of this season. What goes into a quality patent, and where possible, how do you get it without breaking the bank?
** Episode Overview **
In this first episode of our quality series, Kristen Hansen and the panel discuss:
⦿ What do we mean when we say patent quality?
⦿ Why is patent quality important?
⦿ How to balance quality and budget
⦿ The importance of searching, continuations, and draftsperson domain expertise
⦿ Very practical tips, tricks, examples, and Kristen’s Musts for drafting quality applications
https://www.aurorapatents.com/patently-strategic-podcast.html
Best Programming Language for Civil EngineersAwais Yaseen
The integration of programming into civil engineering is transforming the industry. We can design complex infrastructure projects and analyse large datasets. Imagine revolutionizing the way we build our cities and infrastructure, all by the power of coding. Programming skills are no longer just a bonus—they’re a game changer in this era.
Technology is revolutionizing civil engineering by integrating advanced tools and techniques. Programming allows for the automation of repetitive tasks, enhancing the accuracy of designs, simulations, and analyses. With the advent of artificial intelligence and machine learning, engineers can now predict structural behaviors under various conditions, optimize material usage, and improve project planning.
Details of description part II: Describing images in practice - Tech Forum 2024BookNet Canada
This presentation explores the practical application of image description techniques. Familiar guidelines will be demonstrated in practice, and descriptions will be developed “live”! If you have learned a lot about the theory of image description techniques but want to feel more confident putting them into practice, this is the presentation for you. There will be useful, actionable information for everyone, whether you are working with authors, colleagues, alone, or leveraging AI as a collaborator.
Link to presentation recording and transcript: https://bnctechforum.ca/sessions/details-of-description-part-ii-describing-images-in-practice/
Presented by BookNet Canada on June 25, 2024, with support from the Department of Canadian Heritage.
YOUR RELIABLE WEB DESIGN & DEVELOPMENT TEAM — FOR LASTING SUCCESS
WPRiders is a web development company specialized in WordPress and WooCommerce websites and plugins for customers around the world. The company is headquartered in Bucharest, Romania, but our team members are located all over the world. Our customers are primarily from the US and Western Europe, but we have clients from Australia, Canada and other areas as well.
Some facts about WPRiders and why we are one of the best firms around:
More than 700 five-star reviews! You can check them here.
1500 WordPress projects delivered.
We respond 80% faster than other firms! Data provided by Freshdesk.
We’ve been in business since 2015.
We are located in 7 countries and have 22 team members.
With so many projects delivered, our team knows what works and what doesn’t when it comes to WordPress and WooCommerce.
Our team members are:
- highly experienced developers (employees & contractors with 5 -10+ years of experience),
- great designers with an eye for UX/UI with 10+ years of experience
- project managers with development background who speak both tech and non-tech
- QA specialists
- Conversion Rate Optimisation - CRO experts
They are all working together to provide you with the best possible service. We are passionate about WordPress, and we love creating custom solutions that help our clients achieve their goals.
At WPRiders, we are committed to building long-term relationships with our clients. We believe in accountability, in doing the right thing, as well as in transparency and open communication. You can read more about WPRiders on the About us page.
20240704 QFM023 Engineering Leadership Reading List June 2024
OpenERP Functional Memento
1. User Training – Memento V6.0
Sales
This Business Application handles the full sales workflow (from lead to invoice). From the Sales menu you can launch your sales activities and easily
keep track of them.
Customer and Supplier Relationship Management (CRM)
The CRM module requires configuration for you to be able to define leads/opportunities/meetings/ … Use the Configuration Wizard to easily
select features you want to use.
goal: The OpenERP CRM application allows you to efficiently track your sales activities. From the first contact by email or website form up to the
sales order fulfilment, OpenERP allows salesmen to concentrate on their deals and manage the full sales flow (lead qualification -> opportunity
tracking -> quotation -> sales order) while keeping a global vision of each stage.
Terminology
Lead: A lead represents a prospect (potential customer) or a future sales opportunity. A lead usually is not qualified and not assigned to a sales person
for follow-up. Example: a business card, a database of potential customers.
Opportunity: a sales opportunity represents a potential contract. Each opportunity must be followed up by a salesperson spending time to make a
quotation or cancel the opportunity.
Example of flow:
• Create Lead: record a first contact with a potential prospect
• Click Convert to Opportunity: after qualification of an opportunity
◦ Create new partner
◦ Click Create Opportunity (do not forget to click Save)
• Click Schedule Call
• Click Next Stage: to record the sales / negotiation stages
• Click Convert to Sale: to send a quotation for the opportunity
◦ Add Products
• Print Sales Quotation
Tips and Tricks:
• Use Rules to get the most out of your CRM. Define your key criteria to automate actions (Sales > Configuration > Automated Actions >
Automated Actions)
◦ Attribute a case to someone else after a number of days
◦ Set case status to urgent for key partners
Extra:
• Want to check your appointments on your mobile phone? Use our CALDAV feature to display your CRM meetings!
• Thunderbird / Outlook integration
• Claims management
• Rerun the wizard to add extra functionalities (Administration > Configuration > Configuration Wizards > Start Configuration)
Sales Management
goal: OpenERP Sales Management allows you to manage your sales goals in an effective & efficient manner. Dynamic dashboards will help you
keep track of all sales activities. OpenERP handles products, services and consumables in such a way that a sales order can trigger tasks,
manufacturing orders, purchases, etc. It supports several invoicing methods according to your configuration: from the sales order, from the picking...
Terminology
Partner: Any physical or moral person you do business with [e.g. prospect, supplier, customer, employee]. Partners may have various addresses and
contact persons.
Quotation: An estimate of costs submitted to a (prospective) customer. The quotation will evolve to a sales order once confirmed.
steps:
• Define partner categories (Sales > Configuration > Address Book > Partner Categories)
• Define partners (Sales > Address Book > Customers)
• Define product categories (Sales > Configuration > Product > Product Categories)
• Define products (Sales > Products > Products)
Example of flow:
• Create Quotation with some products
• Print Quotation
• Click Delivery Costs: to compute costs (if module delivery installed)
• Confirm Quotation to create a Sales Order
• Print Sales Order
• Confirm Draft Invoice (created automatically)
Tips and Tricks:
• Use analytic accounting to invoice from time sheets or project tasks (see also Project Management / Human Resources)
◦ Timesheet Journal, Analytical Sales Journal
2. ◦ Analytical account, e.g. Customer Project
Extra:
• Add extra dates to sales order with the sale_order_dates module.
• Point of sale features to quickly create sales orders and invoices (we will dedicate a topic to this)
• Look at your sales margins according to invoices (sale_margin)
• Print delivery orders (sale_delivery_report)
• Find out your product margins based on sales and purchases (product_margin)
Price Lists
goal: Price lists allow you to efficiently manage promotions, customers special prices, segmentations of customer or supplier contracts, etc. It
enableso either set fixed prices or to work by rules to auto-compute prices according to the cost, the date, the currency, the product category, etc.
A single price list can have several price list versions, only one of which may be active: example 2010, 2011, Summer Sale, ...
steps:
• Define product categories (Sales > Configuration > Product > Product Categories)
• Define products (Sales > Products > Products)
◦ Junior Consultant, Senior Consultant
• Define price list (Sales > Configuration > Product > Pricelists > Pricelists)
• Define price list versions (Sales > Configuration > Product > Pricelists > Pricelist Versions)
• Attach a price list to a customer from the Sales & Purchases tab in the Customer form
Tips and Tricks:
Price list versions allow you to easily adapt prices for suppliers and customers. You could use a version to prepare new price lists for the next year.
Every version has its starting and ending date.
OpenERP is preconfigured with two price lists by default (one for customers, one for suppliers). These price lists simply return the price
provided on the product form. Companies that have very basic needs do not have to use price lists, they can just record prices on product forms.
Knowledge
goal: OpenERP’s Knowledge Management is unique and totally innovative in its integrated approach. Its complete integration and synchronization
with the company’s management system solves most of the problems that are encountered when you use independent document management systems.
All documents produced by OpenERP are automatically indexed and classified for maximum efficiency. There is an ultra-rapid access to documents,
which are directly available from your email client or the company management software. The user access rights are managed just the same way as
those that are available in the company management system. Automatic assignment of meta-information comes directly from information contained in
your OpenERP login registration.
To be completed. Example of use and configuration.
Human Resources
Use the HR Configuration Wizard to easily select features you want to use.
goal: OpenERP offers a flexible and easy-to-use solution for small to mid-sized companies. By providing modules for personnel information
management, leave, time tracking & attendance‚ expenses, payroll, periodic evaluations and recruitment, companies are able to manage the crucial
organisation asset: people.
Terminology
Employee: A person who works in your company (linked to an address for his personnel data and to a product if you want to invoice his work)
User: A physical person who is given access to the company’s system., i.e. a person who is able to log on to OpenERP.
steps:
��� Define employees (Human Resources > Employees)
• Define analytic accounts for use with timesheets (Accounting > Configuration > Analytic Accounting > Accounts > Analytic Accounts)
• Define product categories (Sales > Configuration > Product > Product Categories): Human Resources
• Define two products (Sales > Products > Products)
◦ Senior Developer (service, produce)
3. ◦ Consultant (service, produce)
Link OpenERP User to an Employee, to an Analytical Journal and a Product if you want to invoice from timesheet lines.
Example of Timesheet flow:
• Enter your timesheet (draft)
• If okay, confirm timesheet
• Manager validates timesheet
Example of Expense flow:
• Enter your expenses(draft) and link them to customer projects
• At the end of the month confirm your sheet containing several expenses
• Manager validates expenses sheet
• The accountant validates the expenses sheet to generate accounting entries for the charges
• The accountant reimburses the employee for his personnel costs
Example of Leaves Management:
• To be completed
Example of Periodic Evaluation:
• To be completed
Example of Recruitment:
• To be completed
Tips and Tricks:
• hr_timesheet_sheet combines two modules (hr_attendance and hr_timesheet). It is a different way of displaying your timesheets. With
hr_timesheet_sheet, you will see both Sign in/Sign out and your timesheet lines in one screen.
Project Management
The « account_analytic_analysis » module sets the financial project management menu
goal : OpenERP’s project management tools handle projects related to Services or Support, Production or Development – it is a universal module
for all enterprise needs. These tools allow an operational project management to organise your activities into tasks and plan the work you need to
get the tasks completed.
The system handles an efficient allocation of resources, short and long term project planning, scheduling and automatic email communication to get
your partners informed on the project's progress status. Gantt diagrams give you graphical representations of your project plans, as well as
resources' availability and workload. With the Caldav functionality you can get access to scheduling information on a remote server.
steps:
• Define projects or project templates (Project > Project Management > Projects)
• Create tasks (Projects > Project Management > Tasks)
• Record task work (log) on tasks
Link OpenERP User to an Employee, to an Analytical Journal and a Product if you want to invoice from project tasks or timesheet lines. Don't
forget to set the invoicing method on analytic account if you installed hr_timesheet_invoice.
Tips and Tricks:
• For each project, OpenERP automatically creates a new analytic account. All you have to do is decide whether you want to add it to a
parent project to build a hierarchical structure.
• Add the task work done automatically to your timesheet (project_timesheet).
Extra:
• From a sales order, the system can automatically create project tasks to easily invoice services (project_mrp)
• You can also use retro planning to have your tasks deadline follow the project deadline (project_retro_planning)
• Plan your projects with Long Term Planning. Link tasks to your planning to have a great view of who will do what at a specific time
(project_long_term). You need to define a working schedule and leaves since the project scheduler will use these to calculate the project
dates.
• Scrum: to be completed
• Project_gtd: to be completed
4. Financial Management
•
• Use the Financial Management Configuration Wizard to easily select features you want to use.
•
• : The accounting modules enable you not only to manage your operations clearly but also to use efficient tools for financial analysis
goal
based on real-time data. You can configure your accounting structure from A to Z, defining automated recurring actions as well as payment
and budget follow-up. Drive your strategic enterprise decisions with the analytic (or cost) accounting modules. You can work with one or
multiple analytic plans. OpenERP handles batch work or lot handling for grouped transactions. As all tools are integrated, it gives you full
control of your company.
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•
Terminology
• Fiscal Period: determines in which financial year entries will be posted, and not the date of the entry.
• Ledger: A ledger keeps accounting entries by accounts. It contains financial information from journals (debits and credits), and shows the
current balances by account.
• An account is part of the ledger, and every debit and credit transaction is stored in it.
• Journal: A journal is used to record transactions from one account to another in chronological order. A journal groups entries by nature, i.e.
purchase, sales.
• Reconciliation: links entries in an account that cancel each other out
• Analytic Accounting: Analytic accounts are useful for your day-to-day operations. Thanks to a hierarchical structure of your analytic
accounts, you will be able to easily control your costs at multiple levels.
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•
Tips and Tricks :
• A journal is numbered in two ways. Entry sequence determines the automatic numbering for accounting entries, i.e. it provides the
numbering for moves. Use invoice sequences to define your own numbers for purchase / sales invoices (Account invoice out for sales,
account invoice in for purchases) (Administration > Configuration > Sequences > Sequences)
• Use fiscal positions to create a mapping for intra-communal or export taxes / accounts.
•
Example of an invoice flow (to be completed)
• Create a customer invoice (Accounting > Receivables > Customer Invoice) with some products and confirm it.
• Launch reminders (follow-up)
• Record the bank statements
• Reconcile the invoice and the payment
◦ Option 1: reconcile the invoice and the payment directly from the bank statement
• Option 2: reconcile the invoice and the payment from Accounting > Periodical Processing > Reconciliation > Automatic or Manual
Reconciliation
Purchase Management
• : Purchase management enables you to track your suppliers’ price quotations and convert them into Purchase Orders as you require.
goal
OpenERP has several methods of monitoring invoices and tracking the receipt of ordered goods. You can handle partial deliveries in
OpenERP, so you can keep track of items that are still to be delivered on your orders, and you can issue reminders automatically.
• OpenERP’s replenishment management rules enable the system to generate draft purchase orders automatically, or you can configure it to
run a lean process driven entirely by current production needs.
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•
Terminology
• Quotation: An estimate of costs submitted to a supplier.
• Purchase Order: a confirmed quotation sent to a supplier to order products.
• Purchase Requisition: You can create several supplier price requests for a single supply requirement.
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•
Example of Purchase flow:
• Enter request for quotation
• If okay, confirm purchase quotation
• Approve purchase order according to supplier
• Go to Warehouse > Warehouse Management > Incoming Shipments to confirm that you received the products
• Check the products list view to see the stock level.
• Use the menu Accounting > Payables > Vendor Invoices to match the purchase invoice.
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•
Tips and Tricks :
When you install the purchase module from the basic set-up, OpenERP will display a Configuration Wizard allowing you to add extra
modules. Of course, you can always install extra modules through Administration > Modules Management > Modules.
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•
Extra :
• The system can also manage Purchase Requisitions, allowing you to easily keep track of all your purchase orders (purchase_requisitions)
5. Warehouse
• : The inventory management is based on hierarchical location structure, from warehouses to storage bins. The double entry
goal
inventory system allows you to manage customers, suppliers and manufacturing inventories as well. OpenERP has the capacity to manage
lots and serial numbers ensuring compliance with the traceability requirements imposed by the majority of industries.
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•
Terminology
• Virtual Location: used as a counterpart (cfr. double entry system) for various operations : 1) procurement [when you do not know the
source yet: supplier or production], 2) production [receipt of raw material and sending finished products], 3) inventory [to correct stock
levels].
• Physical location: defines where your stock is physically stored and represents the warehouses and their hierarchical structure.
• Partner location: represents the customer and supplier stocks. May be very generic (customer / supplier) or detailed (a partner location per
customer / supplier, e.g. for consigned stock).
• View Location: represents an organizational node for the hierarchical structure. It cannot be involved in stock moves.
• Warehouse: A warehouse represents places of physical stock. It always contains an input location, a stock location and an output location
for sold products.
• Real Stock: Quantity of products physically present in the warehouse.
• Virtual Stock: Quantity of products that can actually be sold. Virtual stock is calculated as follows: real stock – outgoing products +
incoming products.
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steps :
• Define minimum stock rules (Warehouse > Automatic Procurements > Minimum Stock Rules)
• Run the Scheduler to generate draft purchase orders based on rules. (the scheduler is launched automatically every night)
• Define stock journals for real-time accounting valuation (Warehouse > Configuration > Warehouse Management > Stock Journals)
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•
Tips and Tricks :
• A warehouse is the link between your input, output and stock location.
• A shop is linked to a warehouse and a company.
Manufacturing
• : The manufacturing module allows you to cover planning, ordering, stocks and the manufacturing or assembly of products from raw
goal
materials and components. It handles consumption and production of products according to Bills of Material, and the necessary operations
on machinery, tools or human resources according to Routings.
• It supports several methods to automate productions or purchases propositions: MTS/MTO, Master Production Schedule, Minimum Stock
Rules.
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Terminology
• Customer Lead Time: lead time for delivery at the customer's, expressed in number of days between the order and the delivery to the
customer.
• Manufacturing Lead Time: lead time, in days, between a production order and the end of production of the finished product
• Bill of Material (BOM): list of raw materials used to make a finished product.
• Make to Stock: customers are supplied from available stock. You procure a set quantity of each product when its stock is too low.
• Make to Order: when a customer order is confirmed, it then procures or manufactures the products concerned.
• Routing: Production method of determining the sequence of manufacturing steps necessary to complete a product. Routing is determined
by the type of product and its associated production process.
•
steps :
• Define product categories (Sales > Configuration > Product > Product Categories)
• Define products (Sales > Products > Products)
• Define bills of material (BoM) → Example: 5L Orange Juice = 3Kg Oranges plus 4.5L of water.
• Create production order
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Tips and Tricks :
• Procurement orders are launched when you run the procurement scheduler. To have your procurement orders created Just in Time, install
the mrp_jit module. Then all procurement orders are immediately processed (this may have a slight impact on performance).
• Install mrp_repair module to have ensured complete repair management.
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• Sections: To be completed
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