Automating Your Business with Open Erp
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This document discusses automating business processes for two customers - a computer retail shop and a building insulation company - using OpenERP. For the retail shop, it describes importing daily product lists, automatically creating product categories and pricing rules, updating the point of sale, and deactivating obsolete products. For the insulation company, it outlines centralizing and dispatching leads from multiple sources to salespeople and implementing a fetchmail pattern to fully parse lead information from different sources into the system.
Automating Your Business with Open Erp
- 1. Automating your Business with OpenERP Fabian Semal Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 2. Customer : 9it ● Computer Retail Shop based in Kortrijk ● Around 35000 products available ● Daily price change ● Online & On-Site sales (Point of Sale) Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 3. Features ● Daily Product List Importation via several suppliers ● Automatic Product Categories creation ● Several Sale Price Computation Rules ● Automatic Point of Sale products update ● De-activation of obsolete products Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 4. Daily Product List Importation via several suppliers ● Several Product List possible ● Different file formats ● Different update timing ● Files available on a FTP server ● Load the picture of the product if available Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 5. Automatic Product Categories creation ● When there a new category in the file, it should be created prior to the product importation Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 6. Several Sale Price Rules ● Some products should use the sale price defined in the product list file and some should be defined manually (iPad, etc) => Locked Price ● Some products sale price should be computed based on the cost price and the product category Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 7. Automatic Point of Sale products update ● Only the products available in the shop (stock > 0) should be visible in the Point of Sale Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 8. De-activation of obsolete products ● When a product is no longer in the product list file and is no longer in stock => de-activate it Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 9. Customer ISOExpert Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 10. Customer : Isoexpert ● Building Insulation Company ● Do leads centralisation and dispatch to specialized companies ● Several salesmen with a first catch/first served rule Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 11. Customer : Isoexpert ● 3 leads generation sources : ● Companeo ● Tell-Us ● Isoexpert website form ● The lead created from the mailgate should be totally filled (address, lead category, etc) => fetchmail_pattern Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 12. Fetchmail Pattern ● Generic system to define a different parser by pop/imap accounts ● Fail Safe Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 13. Thank you! Any questions? Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be