How To Set Up Google Apps In Odoo 9

Odoo is an amazing product followed up with an amazing service by Vuente, with the 2 of these combined with the strength of google Apps really I feel your business is going to become as efficient as ever possible.

In this brief step 1 video we’re simply illustrating where to go when starting to intergrate your google calendar with Odoo




Configuring Your Gmail With Vuente and Odoo

In these screen steps we expect with a reasonable amount of technical skill you can in fact set up your own email quite easily. If you would like assitance please enquire here

1. Select the About word found in the top right of your screen under your log in name

2. Activate the developer mode. Warning, this is becoming a technical area and we request you be careful in your steps

3. Go To Your Settings Menu and You should now be able to find your Email and Options

4. Go To either your in or outgoing servers as required. I am adding an incoming email address for this illustration

5. Select the Blue create Button. From here I followed these Google steps myself.

If required you can find and follow the google guide here

Set up Gmail with Outlook, Apple Mail, or other mail clients

You can download messages from Gmail and see them using a program like Microsoft Outlook, Apple Mail, or Thunderbird, even when you aren’t online. This process is called POP or IMAP, and is free for all Gmail users.

Tip: We recommend using IMAP if possible because it’s the best way to make sure you can see all your mail at any time on all of your devices. If you’d like to use POP instead, learn how to enable POP.

Use Gmail for automatic email responses

When you use an email client, like Outlook or Apple Mail, automatic email replies might not work as you expect.

It’s a good idea to use Gmail’s vacation responder, which you can set up in Gmail Settings, rather than one provided by the non-Gmail service. Learn more about automatic responses in Gmail.

Get startedI want to enable IMAP

You can retrieve your Gmail messages with a client or device that supports IMAP, like Microsoft Outlook or Apple Mail.

Enable IMAP in your Gmail settings

  1. Sign in to Gmail.
  2. Click the gear in the top right .
  3. Select Settings.
  4. Click Forwarding and POP/IMAP.
  5. Select Enable IMAP.
  6. Click Save Changes.

Note: This setting is not available while using the basic HTML view of Gmail. To enable IMAP, use the standard view instead. Find out more about standard view and basic HTML view.

Once you’ve enabled IMAP in your Gmail settings, you need to configure your client. Select a client below to see specific configuration instructions.Other

Google Apps users, please follow the default instructions unless otherwise noted, replacing ‘your_domain.com’ with your actual domain name.

Many clients will automatically configure the appropriate IMAP connection settings for your account, but confirm that the connection settings your client configures are the same as what’s listed below.

If you’re using a client that’s not listed above, you can also use the following information to configure your IMAP. If you have problems, contact your mail client’s customer support department for further instructions.

Incoming Mail (IMAP) Server – Requires SSL

imap.gmail.com

Port: 993

Requires SSL:Yes

Outgoing Mail (SMTP) Server – Requires TLS

smtp.gmail.com

Port: 465 or 587

Requires SSL: Yes

Requires authentication: Yes

Use same settings as incoming mail server

Full Name or Display Name: [your name]

Account Name or User Name: your full Gmail address (username@gmail.com). Google Apps users, please enter username@your_domain.com

Email address: your full Gmail address (username@gmail.com) Google Apps users, please enter username@your_domain.com

Password: your Gmail password

If your client does not support SMTP authentication, you won’t be able to send mail through your client using your Gmail address.

Also, if you’re having trouble sending mail but you’ve confirmed that encryption is active for SMTP in your mail client, try to configure your SMTP server on a different port: 465 or 587.

Username and password not working? Some apps require you to also turn on access for less secure apps before setting up POP/IMAP connections.

6. Add your details to the new incoming email server

7. Connection Issues




Vuente and Odoo Servers and Developer Access

Today we want you to understand our server configuration and management of such. Taking in the global capacity of Odoo developers and the ability for us to protect both ours and our clients productivity means we need to have an organizational structure that supports all parties involved. Adopting this structure we can delegate with an element of uncertainty to new Odoo developers into our Vuente Small Business Community and keep development productivity cycling for greater than just our local timezones work hours Vuente Production server gets in effect minimal development work and all new modules to be implemented to a Vuente business management system would go via our Odoo App Store account, be they free or paid modules.




How To Change the Menu Layout in Odoo

Provided you actually have the administration rights you can customize your version of the menu layout quite easily, potentially reorder or re sequence to suit your business model, change or critique the wording to your individual style or countries way of spelling possibly, it’s all relatively simple if you follow this step by step procedure below. With TAG’s standized Odoo Instance we have a slightly different words and configuration to begin with. As i step through this procedure I’ll do my best to maintain standard Odoo wording and TAG’s Wording, hope you don’t end confused here…

1. In the Admin area you can find the menu item simply called Menu Items

  1. In Odoo’s Standard instance you can find it under Settings/User Interface/Menu Items
  2. Select Menu Items
  3. Search for the existing Menu word that you want to find

2. We’re focused here on changeing the wording in general so I have intentially searched for a generic word

  1. Configuration is a menu item quite widely used so we aust remain focused on finding the true menu item we want to change
  2. However I’m going to focus on changing the menu order and name in the Projects area for this TAG Odoo training

3. Now that we need to enter the edit mode

4. When in this screen you can quite easily do a re order or re sequence of the menu

  • Simply selct the line item you want with your mouse
  • Then drag it to the location you desire

5. Now to change a line item in the menu.

  1. Select the line to edit or change
  2. Edit your words, I’ve chosen to simply add Menu Training for this excercise
  3. Now “Save” your changes

6. Always remember that Odoo is woring in a very structured way.

Therefore we continue to “Save” at each screen we are closing to ensure our changes remain “Linked”

7. Don’t forget to refresh your Internet Browser!

Once you have refreshed your browser you can now see the changes you made and well done!




Adding and Removing Industry Fields in Selection Menus

1. Following the menu structure we pursue your Industry fields set up

  1. Sales Menu on Top Menu Bar
  2. Configuration on Left Side Bar Menu
  3. Select Industries

2. To Remove Entries

  1. Tick the relevant lines you would like to delete
  2. Select “More” in the center of screen
  3. Select “Delete”
  4. Confirm Delete request



How to change Google Docs folder if you have two accounts

1. The Google Docs icon on the bottom right of your screen needs to be selected

Once that icon opens you can see 3 dots on the top right of that pop up

Now select that

2. Then you see Preferences in there

Select that

3. Now you have another pop up screen

In here you to select the Account TAB

4. If you dont have a back up of your google docs it would be suggested to make one of all you files before the next step.

You may be using multiple computers in which case your back up is still on the cloud server. (Double check if your not sure)

5. If you do need to do a back up then copying your comple google docs to anther drive would be the simplest method.

Options might be;

  1. Copy the existing Google docs folder to another C Drive My Docs folder. This way you have a back up in the event of some form of mishap.
  2. You may do the same as above yet to D Drive
  3. Or possibly a USB stick or external hard drive

6. Once you’ve disconnected then you will be able to sign in again using the other Google docs account you have




Australian Accounting Module In Odoo Version 7 and 8

TAG has in the past worked with developers to implement and enhance Odoo, this document is intended to illustrate ….

1. In OpenERP Version 7 we worked with a company in India called Emipro Technologies.

Many OpenERP Odoo modules or customization work was undertaken yet this is most specifically working on the Australian Accounts work that we completed in version 7 being centralized and enhanced for Odoo Version 8.

  1. I returned this result by filtering on ept which Emipro signed the modules with.
  2. Whilst TAG paid for this I feel Emipro Technologies double dipped on the Intellectual Property and went on to offer the Odoo community a number of the modules we created together under their personal name.

2. This system was set up as a subdomain or under a seperate ip port number

I mention this as when we search in the back end via ftp or putty it may hold some relevance.

 

3. We had to add ABN and ACN Numbers to Our Company

4. We also need to have it in our Partner form so we capture both Suppliers and Customer numbers

5. Two new menu areas are created, this needs to be verified from module design and not having been done as a settings customization

6. When creating an Invoice or a Purchase TAG standardized a pop up screen.

This was done as origional Odoo system only edited as a line item and this made it extremally difficult to edit and read all relevant content. It was a near impossibility.

My suspicion is that the pop up is not coded in to the standard module yet I feel it should be

7. AU OpenERP Alliance Chart of Accounts Module




Why has my menu stopped working in wordpress


Finally after many long and exhausting hours I’ve come across a multitude of sites and posts that identified the image up loader white screen of frustration. Now this has taken us or cost us days and days of productivity and anxiety as we struggled more and more to find a resolution.

I’m not yet convinced the answer is finalized and issue fully resolved how ever as long as we can become productive again I’m kind off happy.

My search term was “image loader just blank in wordpress site” and obviously the search returned countless opportunities but after going down many a path this was the start to finding the resolution.

Now that post was over 6 years ago and in my mind it was so far out of date that it would not hold any relevance, I mean to say, 6 years is a long time for this type of issue not to have been resolved!

So as I read through all the different comments on the page I found this link and followed that long long post and comments, took this comment

[feature_box style=”1″ only_advanced=”There%20are%20no%20title%20options%20for%20the%20choosen%20style” alignment=”center”]NEW SOLUTION: Make sure your WordPress tab is the ONLY tab open at the time.

http://wordpress.org/support/topic/166082?replies=8#post-734561

Works for me! Hopefully someone will find a better solution (i.e., one that lets us upload images while other tabs are open).

[/feature_box]

So again I became operational and shall continue to explore what is happening as obviously its frustrating when your such a dynamic operator and have multiple browsers open!

By the way I did also read that it was a server related issue and for myself the DID begin when we overloaded our Bluehost server.

So in the end we did have some success with this but the problem was deeper and we ended up asking questions through the multitude of supportive suppliers we’ve got.

This is what came back to us and YES, we’ve finally overcome the word press white screen of frustration!

[feature_box style=”1″ only_advanced=”There%20are%20no%20title%20options%20for%20the%20choosen%20style” alignment=”center”]

Hi Anthony,

Thank you for reaching out. If you are having problems with the media uploader when you go to add new images to parts of your OptimizePress site, and the media uploader shows a blank window instead of the upload options, this is because your WordPress installation is missing some core WordPress Uploader functions

We have found a few cases recently of certain web hosting companies deleting these core WordPress files (these are not files packaged with OptimizePress but part of the WordPress core).

Thankfully, these core WordPress files and can be reinstalled by running the WordPress updater – to do this go to your WordPress Dashboard click on Dashboard > Updates > and then click “Re-install Now” or update to the latest version of WordPress and this should fix it

If you repeatedly experience this issue you may need to contact your hosting company and ask why they are removing this file as this is not something that is controlled or changed by WordPress or OptimizePress.

If you have have any further questions please do let us know.

Kind regards,
Prexy

[/feature_box]

Well we tried that and back it came, further research and countless keyword searches un raveled this post which was very closely aligned to what my site was doing and also mentioned running Optimize press 2 theme

https://wordpress.org/support/topic/cant-delete-or-edit-menu-items

Then began the journey of finding a suitable malware search and remove plugin!




Creating an improvable business process map and flow

Adopting a constant improvement method and culture across every element of the business model allows us to grow and expand together, at TAG we want to empoer our team at the same stage empower other small business owners with the knowledge, tools and techniques that would normally take years and years of time money and frustration to implement in any growing company, as the young and enthusiastic entrepreneurs race of into the fast paced growth, full of energy and an element of naivety (I’ve been there, don’t worry about that!)

This time around I wanted to support people like you through clearer communication tools

This process map illustrates our early discussions and the video meeting for further repetitive clarity should it be required

View the full process map and further roll on links here

All the best in success

Anthony




TAG Odoo Setting Up a New User Overview 001

‘http://www.youtube.com/watch?v=F-Hzx5HU9LI’




TAG Odoo – Automated Email Delegation Module Introduction 001

'http://www.youtube.com/watch?v=C3MLZ8gaLRU'




TAG Odoo SalesCRM – A Brief Introduction For Setting Up Your New System




Akretion | OpenERP Asterisk VOIP connector

http://www.akretion.com/open-source-contributions/openerp-asterisk-voip-connector




Mobile phones and time management




Building an outstanding team, automation and leadership




Living in rapid response or business at the speed of thought




Site audit pro I pad app




Define quality management

Obviously we all have a different perspective as far as quality goes, it’s based on the individuals perception and how they or what they relate to in my thoughts? So as part of the ever evolving never ending business of quality control goes having sound systems and processes in place is no doubt the objective, seamless communication, positive attitude in the workplace and a team environment where we are entitled to make mistakes along with the suggestion on where the communication or management system broke down, how can we prevent this occurring again? In TAG’s business model I’ve aimed very high with respect to quality and see the future as a ISO certified business management system that in effect anyone else on a global scale can adapt to their business in a very cost effective, dynamic and user friendly way. So how do we now define quality of such small areas such as graphic design work? My initial thoughts are that we create a page like this one…..create a post from the graphics sizing pages in btfl….where we can again continually work through a series of checks and balances. As part of the TAG online business community we wanted to support our clients with as many standardized processes so that they didn’t go through nearly as much frustration as I have building this business management portal. Our research and using scoop it shows that this would be the best methodology to follow… ……Insert topic related to a google search and the number 1 or 2 result in organic search using scoop it….or similar… We would target both Anthony Gardiner .com sight and tagsbm sites…Each site would be written differently so they where unique and each would reference a separate searched article… I understand not all of you will know yet what this means but ask that you wait till tomorrow where I shall do a video and flow chart of the process and resources activity. Thanks




Hire for attitude and online training for skills

Understanding the benefits of training our employees has become an influential part of the companies growth and it’s been my intention to share some of the methods that we’ve used on such a large scale.

I’ve always struggled with the cross over of skills, attitudes and sound work ethics that aligned well with my core values of win/win.

Knowing the caliber and shear size of my business goals meant that I needed to also be able to teach or train my team members on any part of the globe, I realized we were heading to a global business platform quite some time ago and that computer based training was going to be the most influential and consistent way in which i could do it.

With our unique membership community of on and offline business owners we can continue to offer what I call a “collective intelligence” way of learning and improving our ways. It is a very open minded approach but I must say that closed minded individuals can often overlook great opportunities as well.

I am also a huge fan off business and continual improvement, so much so that i chose to almost put any major business growth or focus until such time as i had established the right type of foundations by way of a strong management system and a strong training platform that allowed me to keep my business expenses down and at the same time allow the business to build a foundation of high skills combined with the right attitudes.

It takes time when quality is everything, Trust becomes a reflection of other peoples perception and that meant for me to create a brand of trust was going to always.

Now with our employee computer based training program going global has allowed me to access a lot more of the required skills and aligned values, we’ve in effect we’ve gone looking for unique and trusted skills that as your sure to understand can be quite difficult.

But the benefits and method of delivery of this type of training are far greater long term than the short term pain of actually setting them up.

Also knowing that the company can only ever be as good as the weakest link was never going to work for me. So I decided to commit to an online employee development program that allowed me to access the character of person that i enjoyed working with.

At TAG we do everything in house based on my 30 years of self employment and technical skills, I consolidated all that knowledge and leveraged the internet to deliver in a far quicker way to the people I had come to trust in different work situations. But I also found that along the journey how often a typical consultant was charging a high premium for their input yet it was up to me to do the implementation, simply, I was paying out good money for reasonable advice that net resulted in an increased workload based on the new knowledge. That’s right, but as a small business owner in a fast growth company that is also taking away from life balance and leisure time.

So as we continue to grow our online presence through high attitude and constantly improving training methods we also continue to look forward to a brighter and more positive business to work in.

Powerful and positive people continuing to support a community of Small To Medium Business Owners in a cost effective and profitable way.

 




Streamlined Sales

Understanding the sales process and utilizing our strengths to the highest level ultimately is going to produce the highest return. Yet we continue to see so many companies actually shrink there capacity by over using the real strengths of the individual.

As an example;

Let’s say we had a 100K Salary Person who was capable of selling 1 million dollars worth of goods or services comfortably in front of customers each week or let’s say a 40 hour week, why then would we hold these keys skills back in the office doing administration work?

If this person is constrained to the office duties for 20 hours per week then the reality is he now only capable of selling 500K worth of goods and services.

This is what would be called value adding, or investment terms we may consider as R.O.I or Return On Investment.

Understanding and leveraging the power of the internet and high value adding business management systems can in effect completely reverse this position.

Let’s look again;

Your 100k person produces 1 Million in 40 hours, or 500k in 20 hours, would it not be wise to have a personal assistant at 40K to support the workload and allow the sales person to be in front of more sales opportunities?

OK, expenses has gone up yet so to has the revenue and by a far greater aspect, suddenly your 40k person has in effect created or allowed to be created 500k worth of Sales?