Blogs & Articles

odooerp

powerbi

dataanalysis

How to connect Odoo with Power BI Desktop

With its intuitive interface and scalability, Power BI has over 5 million users globally. It is a business intelligence system with a user-friendly interface, scalability, and intensive data analysis options. Odoo Power BI integration enhances Odoo’s capabilities by easily integrating several Odoo cases and databases. This powerful combination enables you to create insightful dashboards and make data-driven decisions.

Odoo PowerBI Connector: Why is it Necessary?

Power BI, created by Microsoft, is a dependable Business Intelligence tool. Odoo is comprehensive business management software that offers vast solutions, making it a popular choice among businesses. By integrating Odoo with Power BI using the Odoo Power BI connector module, businesses can visualize complex Odoo data into intuitive dashboards, charts, and reports. Sales information and factors that support business growth are also included.

The connector provides real-time data insights, advanced analytics capabilities, and reveals hidden value within your Odoo data.

Benefits of Integrating Odoo with Power BI

  • Easier Access to Data: Allows businesses to easily access the Odoo dataset for analysis, enabling quicker and better business decisions.
  • Increased Efficiency: Enhances efficiency, reduces human errors, and ensures accuracy in reporting.
  • Cost Savings: Eliminates the need for additional software licenses or costly hardware upgrades.
  • Improved Reporting: Provides a clear view of departmental performance, boosting productivity and improving reporting.

How to Integrate

You can integrate the Odoo dataset with Power BI Desktop using these 4 simple steps:

  1. Module Installation: Download and install the Odoo Power BI Desktop connector from Techfinna’s website. This is a simple process that should only take a few minutes.
    Connector
  2. Connection Stabilization: After installation, open Power BI Desktop and click on the "Get Data" option. Search for “Odoo” and select the Odoo connector by Techfinna from the list of available connectors.
    Odoo Power BI Connector
  3. Configure Settings: Enter your Odoo credentials, including the server URL and token. The connector’s user-friendly interface will guide you through the configuration process step-by-step.
    Connector Credential
  4. Import Data: Once the connection is stabilized, proceed to import the relevant data from your Odoo database into Power BI. You can select specific tables and fields to import, focusing on the data that matters most.
    Odoo Tables

Voila! You have successfully connected the Odoo dataset with Power BI Desktop.

Ready-Made Dashboards

Once your Odoo data is in Power BI, you can start building custom dashboards or you can leverage Techfinna’s pre-built dashboards and reports for quick insights into areas like profit and loss, budgeting, and inventory.

Readymade Dashboard

Key Features of Odoo Power BI Connector

  • Unique token-based secure connection
  • Refresh data in a single click
  • Import multiple Odoo tables
  • Fetch data using SQL Query
  • Reach new levels with dashboard visualization

Conclusion

The Techfinna Power BI Desktop connector is a powerful tool that empowers businesses to unlock the full potential of their Odoo data. Ready to transform your data analytics? Download the Techfinna Power BI Desktop Connector and start your journey toward more informed and effective business decisions today.

For more information, discuss with our technical team at info@techfinna.com.

odoo18

odoowebsite

erpsoftware

How to create a website using Odoo

In a world where customers rely on the Internet, a business without an online presence is like a recipe without flavor— incomplete. A website not only showcases your offerings but also provides essential information, such as contact details, location, and address. It’s a digital hub that connects you with your audience 24/7.

By the end of this guide, you will have a comprehensive understanding of the Odoo Website Builder’s capabilities and how it can help you build a powerful website.

Odoo Website Builder Features:

The Odoo Website Builder comes with a range of features designed to simplify website creation while providing powerful customization options. Below are some of its key features:

  • Drag-and-drop Editor
  • SEO Optimization Tools
  • E-commerce Integration
  • Multi-language and Website Support
  • Content and Blogging Management
  • Pre-built Templates

Introducing Odoo: A Perfect Website Builder

Odoo Website Builder is no exception. With a user-friendly interface and robust features, Odoo encourages businesses to create professional and functional websites without the need for coding skills. Let’s delve into how Odoo can be your ally in establishing an online presence for your business.

Steps to Create a Website Using Odoo

    1. Install Website Module: First, sign in to your Odoo account, then install the Odoo website module in your database. Navigate to Website > Configuration > Settings to do this.
Website Module
    1. Domain Name: Choose a domain name for your website. This is the address from which users can access your site, so always make it memorable.
    2. Choose a Template: Odoo offers pre-designed templates. You can choose one, and if it’s not perfect, you can customize it extensively.
    3. Customize Your Site: Customize the text, images, and colors to match your brand identity. Use the drag-and-drop interface to easily add and arrange pages, and adjust layouts to fit your content.
Website Customization
    1. Website SEO Optimization: Use URL slugs, relevant keywords, meta titles, and descriptions to improve SEO. This helps potential customers find your website.
    2. Integrate Other Odoo Modules: Integrate modules like eCommerce or CRM. For example, if you have an online store, add product listings and a shopping cart.
Module Integration
  1. Publish and Update: Preview your website before publishing. When satisfied, hit publish to make it live. Odoo’s analytics tool provides insights and updates for improvement.

Key Benefits of Building a Website Using Odoo

  • Customizability and Flexibility: Create custom page layouts, add third-party integrations, or build a new module from scratch. Odoo provides the tools needed for deep customization.
  • Complete ERP Integration: The Odoo website builder is natively integrated with the rest of the ecosystem, including CRM, inventory management, and sales. For example, customer data collected through web forms can be instantly synced with the CRM module, enabling more personalized marketing and sales efforts.
  • SEO-Friendly: Optimize your website for search engines, ensuring organic traffic and better visibility.
  • Cost Efficiency: Odoo offers a cost-effective solution compared to other website builders, eliminating the need for third-party tools for complete functionality.
  • User-Friendly Interface: With a drag-and-drop builder that previews changes in real time, even non-technical users can build and maintain a website effortlessly.

Conclusion

The Odoo Website Builder offers a unique value proposition for businesses looking to build a strong online presence while keeping their operations integrated. With its powerful features, ease of use, and scalability, Odoo stands out as a top choice for companies that want more than just a website—they want a comprehensive solution that ties together sales, marketing, and customer management.

Start your website-building journey with Odoo. Need any assistance? Feel free to contact us at info@techfinna.com.

odooinventory

odoo18

inventorymanagement

How to create an Odoo Inventory dashboard in Power BI Desktop

How to Create an Odoo Inventory Dashboard in Power BI

Optimizing inventory is crucial for businesses. It helps cut costs, boost efficiency, and please customers. Businesses seeking to enhance their inventory practices can tailor it to their needs. Departments need to have strong ownership of their pipelines, data at their fingertips, and accurate information at any given point in time.

Combining Odoo’s comprehensive Inventory Management with Power BI’s visualization capabilities allows businesses to gain deeper insights into their inventory operations. In this blog, we will guide you through creating an inventory dashboard by connecting Odoo to Power BI Desktop.

Benefits of Inventory Management Dashboard in Power BI

  • Streamlines inventory processes, helping businesses operate more cost-effectively and efficiently.
  • Provides real-time data and analytics, empowering businesses to make informed decisions, optimize inventory, and adapt to changing markets.
  • Power BI helps to enhance visibility through interactive KPIs, improves cost reduction, and enables better decision-making.

Step-by-Step Guide

(1)  Connect Odoo with Power BI Desktop

  • Install the Techfinna Odoo Power BI Connector to integrate your Odoo database and Power BI Desktop
  • Provide the necessary credentials for the Power BI connector to connect the Odoo database from your Odoo settings.
  • Now, Import relevant inventory data tables, such as production information, stock levels, purchase orders, and sales orders. 

2. Define Your Dashboard Requirements

  • Warehouse Performance: Track fulfillment rates and order accuracy.
  • Repeat Order Analysis: Identify which products have a repeat order rate.
  • Stock Movement & Levels: Visualize incoming and outgoing stock trends and monitor real-time inventory across warehouses.

3. Design Your Dashboard

Once the data is imported, you can start designing your dashboard:

  • Add Key Metrics: Use Power BI card visuals to display total stock value, available stock units, and reorder alerts.
  • Create Visuals for Insights: Add pie charts to display inventory distribution by category or warehouse, and use bar charts for stock movement trends.
  • Highlight Critical Inventory: Apply conditional formatting to highlight low-stock items or items nearing expiration.
  • Filters and Slicers: Add slicers to filter data by product category, time frame, or warehouse.

4. Leverage Power BI Desktop Features

  • Use the drill-down feature to analyze specific products or categories in detail.
  • Create custom calculations to derive additional insights, such as average inventory turnover ratio or average inventory holding period.
  • Use time intelligence features to compare year-over-year trends and track seasonal fluctuations.
  • Leverage Techfinna's ready-made Odoo Inventory Management Dashboard.
inventory_dashboard

5. Automate Data Refresh

  • Set up a scheduled refresh in Power BI Service for automated updates.
  • Leverage the connector’s capabilities for real-time data synchronization.

Conclusion

Creating an Odoo inventory management dashboard in Power BI Desktop empowers businesses with interactive, real-time data visuals, optimized stock levels, and improved efficiency. Tools like the Techfinna Odoo Power BI Connector make the process faster and more reliable.

Need help integrating Odoo with Power BI? Contact us for more benefits and support at info@techfinna.com.

odoo18

lookerstudio

odooerp

How to integrate Odoo with Looker Studio

In the dynamic landscape of business management, having a robust ERP system is essential. Odoo, with its modular and integrated approach, has proven to be a key player in providing comprehensive solutions for business. Now take your data visualization and analysis capabilities to the next level by integrating Odoo with Looker Studio. Let’s dive deep into the potential and advantages of this powerful integration.

The Dynamics of Odoo and Looker Studio

Understanding Odoo

Odoo, an open-source ERP platform, offers an array of applications covering various business functions such as sales, inventory, accounting, and more. Its modular structure allows businesses to customize the system to their specific needs, creating a cohesive and efficient workflow.

Data Analysis & Visualization with Looker Studio

Looker, a cloud-based analytics solution by Google (previously known as Google Data Studio), is an excellent choice for both new and experienced analysts. From schema to dataset creation, data blends to dashboard hosting, Looker offers a full suite of solutions in one package.

Key Benefits of Odoo Looker Studio Integration

  • Real-time Data Exploration: Real-time data synchronization between Odoo and Looker Studio ensures that users always have up-to-date information, enabling timely decision-making and responsiveness to changing business conditions.
  • Interactive Dashboards: Looker Studio’s ability to create dynamic and interactive dashboards allows businesses to visualize critical metrics, key performance indicators (KPIs), and operational insights from their Odoo data.
  • Centralized Data Management: Integrating Odoo and Looker provides a centralized hub for data analysis and management, simplifying the data exploration process within Looker.
  • Advanced Data Exploration: Looker Studio offers advanced data exploration features, allowing businesses to go beyond standard reporting for deeper insights.
  • Sharing and Collaboration: Looker Studio enables users to share insights, dashboards, and reports with teammates and stakeholders, facilitating a collaborative approach to decision-making.

Easy 3 Steps to Connect Your Odoo Data with Looker:

  1. Select Odoo Connector by Techfinna: Go to the data sources section in Looker Studio, then search for "Odoo" in the search box. Locate the Odoo connector by Techfinna, your gateway to integrating Odoo data into Looker Studio.
    Odoo Connector by Techfinna
  2. Enter Your Odoo Credentials: Once the Looker connector module is installed, access the Odoo Looker connector credentials in your Odoo settings. Copy the URL and token, then paste them into the connector window in Looker Studio.
    Odoo Credentials
  3. Select Your Odoo Tables: After entering the credentials, select the required Odoo tables for analysis.
    Select Odoo Tables

Voila! You have successfully integrated your Odoo with Looker Studio.

Features of Looker Studio Connector

  • Single-click setup on Windows systems
  • Execute custom SQL queries for selective data fetching
  • Unique token-based secure connection
  • Manual and scheduled data refresh
  • Effortlessly fetch large datasets

Conclusion

The Odoo Looker Connector module enhances analytics, customization, and reporting, significantly improving operational efficiency. Embrace this module to elevate your Odoo experience, driving more informed and effective business decisions.

For more information, contact us at info@techfinna.com.

Odoo18

erpsoftware

accounting

What is Odoo & its benefits

In today’s fast business world, finding the right tools to manage operations efficiently is a big task for a company. Here we found a complete solution for your business:

Odoo is an open-source ERP (enterprise resources planning) software platform written in Python. It was previously known as OpenERP before rebranding to Odoo in 2014.

Odoo is a comprehensive suite of business applications such as CRM, e-commerce, accounting, human resources, and inventory management modules, among others. In this blog, let’s dive into Odoo and its key components.

The platform offers a module functionality approach, meaning businesses can add or remove modules based on their specific needs. The platform is built on a client-server architecture, with the server component running on a web server and the client component running in a web browser.

Offers a range of features

Odoo Features

Key Features of Odoo

  1. Multiple module integration: Odoo consists of more than 35 modules that are the essential components of a business and you can integrate all of them easily according to your business needs.
  2. Customizable Dashboards: Customizable dashboards provide a real-time view of key business metrics, including sales, expenses, and inventory.
  3. Multi-language and Multi-Currency Support: This platform supports businesses operating in multiple countries. Supports all languages and currencies for business.
  4. User-friendly Interface: The Interface is easy to navigate and customizable.
  5. Access to a community of developers: Large community of developers who contribute to platform development.
Odoo Modules

Benefits of Odoo

  • Cost Effective
  • Scalability
  • Real-time data
  • Customer support
  • Integration

Conclusion:

We understand the Odoo, key features, and benefits and its features showcase why implementing Odoo works as the best approach for all kinds of businesses.

Overall, Odoo is a powerful tool that can help to scale up your business to the next level and achieve all goals.

For flawless Odoo Connectors, implementation, and services contact us at

info@techfinna.com

TechFinna

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